Local Financial and Legal Experts Meeting Saturday AM to Explain Post-DOMA Changes
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Whether your needs be financial, legal, or otherwise, you might have more than a few questions about what the partial over-turning of DOMA means to you and your same-sex partner or spouse. The answers to many of these questions are still being figured out, but in the mean time, local experts from the legal, financial planning, and insurance fields hope to be able to shed some light on the issues in a way the average consumer can understand.
Kate Fletcher Esq. and Pat McAleer, CFP©, had been talking about holding a kind of seminar for the LGBT community to help explain some of the complex legal and financial issues around same-sex couples, and the overturning of section 3 of DOMA provided an excellent opportunity to really dig deep. “When the DOMA decisions came down, we thought it was the perfect time to put that plan into action,” said Fletcher. It wasn’t long before the two organizers reached out to Kate McGee, co-owner of Knight Magee Insurance, for her insurance connections and understanding. McGee works with companies that specialize in benefits for same-sex couples, so including her was a no-brainer for Fletcher.
“There’s a lot of miss-understanding out there about what this means for Virginians,” said Fletcher about the questions and comments she’s received since DOMA’s federal marriage ban had been lifted. “We hope to dispel some of those rumors.”
Fletcher encouraged any and every LGBT person who is concerned or interested in their legal and financial future to come out to Saturday’s meeting. She said she’d hate to see people rush into making decisions that could make things more complicated. “For many people, the wrong decision is ‘let’s go get married,’” said Fletcher. “I know I sound like a Debbie Downer, but I don’t think people realize this could be negative for some people. A lot of LGBT folks rely on government benefits and they could lose those benefits if they get married.”
This topic is among the many that she and her co-speakers hope to break down.
Attendees are asked to bring a donation of canned or nonperishable food for the Fan Free Clinic Food Pantry.
EVENT DETAILS: Saturday, July 13th from 10:00-11:30 AM @ the Richmond Gay Community Foundation, 1407 Sherwood Avenue, Richmond, Va. 23220. Admission is free. For more information, call 804 622 4646, ext. 20.
Further details on the speakers from the event’s press release:
Kate Fletcher, Esq. is a local attorney with a nationwide practice focusing on representing the LGBT community. Kate is widely published and speaks frequently on the issue of estate planning and tax to both the LGBT community and non-LGBT community. www.kdfletcherlaw.
Pat McAleer, CFP©, is a Private Wealth Advisor with Ameriprise Financial and holds the ADPA© (Accredited Domestic Partnership Advisor) designation. Pat has been a tireless supporter of the LGBT community for many years.
Kate Magee is the co-owner of Knight Magee Insurance, an independent insurance agency co-owned with her wife Sierra Knight Magee. Kate and Sierra serve the LGBT community in providing their clients with competitive auto, home, life, and health insurance solutions. Their agency works specifically with companies who recognize and provide adequate protections for LGBT families. www.kmicoverage.com
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