National Resource Center on LGBT Aging
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We're steadily creating a resource center that will provide resources across a variety of LGBT aging topics. Tell us what you'd like to see and sign up for updates.

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New Tax Benefits for Same-Sex Married Couples

This article describes some of the tax benefits to help same-sex couples feel more confident to easily and accurately file your own taxes this year and beyond. MORE >


Read more: Financial Security / Retirement, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Improving Aging Services for LGBT Veterans

This fact sheet gives information on current (as of April 2014) information on LGBT veterans' benefits and concerns. MORE >


View PDF Online   |   Download PDF

Read more: Culturally Competent Care and Training, Financial Security / Retirement, Legal Resources, Veterans, Aging Providers, LGBT Organizations, LGBT Older Adults

 
The Need for LGBT-Inclusive Housing

Though LGBT-specific housing exist for older adults, there are not nearly enough for all the seniors who need them. This article discusses the needs for safe and inclusive housing for LGBT older adults. MORE >


Read more: Financial Security / Retirement, Housing / Homelessness / Long Term Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
The Freedom to Serve & The Freedom to Work

This report documents disparities for LGBT Service Members and Veterans in the United States. MORE >


View PDF Online   |   Download PDF

Read more: Employment / Workforce, Financial Security / Retirement, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Benefits for Same-Sex Couples Post DOMA

This December 2013 webinar looks at the implications of the June 2013 U.S. Supreme Court decision overturning Section 3 the Defense of Marriage Act on benefits for same-sex couples. MORE >


Go to Web Site

Read more: Financial Security / Retirement, Legal Resources, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
LGBT 40+ Employment Assistance

SAGEWorks is a national employment support program for lesbian, gay, bisexual and transgender (LGBT) people age 40 and older that expands participants’ job hunting skills and career options, and connects employers to diverse high-caliber candidates. MORE >


Go to Web Site   |   212-741-2247

Read more: Employment / Workforce, Financial Security / Retirement, Aging Providers, LGBT Organizations, LGBT Older Adults

 
A Broken Bargain for LGBT Workers of Color

This report examines how LGBT workers of color face unique challenges related to their race and ethnicity and their sexual orientation and/or gender identity. In particular, LGBT workers of color are hindered by three major barriers: educational barriers; hiring bias and on-the-job discrimination; and unequal pay, benefits, and taxation. As a result, LGBT people of color are some of the most disadvantaged workers in the United States—and face extraordinarily high rates of unemployment and poverty. MORE >


View PDF Online   |   Download PDF

Read more: Employment / Workforce, Financial Security / Retirement, Racial Equity, Aging Providers, LGBT Organizations

 
LGBT Employment Discrimination: MAP Report

This report examines the myriad injustices facing LGBT workers in the American workforce—and highlights how these injustices negatively impact both workers and employers. It outlines how LGBT employees who work just as hard as their non-LGBT counterparts face multiple barriers to fair and equal treatment. MORE >


View PDF Online   |   Download PDF

Read more: Employment / Workforce, Financial Security / Retirement, Aging Providers, LGBT Organizations, LGBT Older Adults

 
LGBT Employment Discrimination (Condensed Version)

This condensed version of the full report examines the myriad injustices facing LGBT workers in the American workforce. MORE >


View PDF Online   |   Download PDF

Read more: Employment / Workforce, Financial Security / Retirement, Aging Providers, LGBT Organizations, LGBT Older Adults

 
LGBT Employment Discrimination (Executive Summary)

This five-page executive summary of the full report examines the myriad injustices facing LGBT workers in the American workforce. MORE >


View PDF Online   |   Download PDF

Read more: Employment / Workforce, Financial Security / Retirement, Aging Providers, LGBT Organizations, LGBT Older Adults

 
LGBT Families and Social Security

This publication highlights the lack of full Social Security benefits that are created by lack of relationship and family recognition. MORE >


View PDF Online   |   Download PDF

Read more: Financial Security / Retirement, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Caught in the Budget Battle

How the 'Fiscal Showdown' Impacts Gay and Transgender Americans MORE >


View PDF Online   |   Download PDF

Read more: Aging / General Issues, Financial Security / Retirement, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Social Security Benefits and DOMA: Can I do Anything Now to Preserve My Rights?

This document summarizes how to preserve seniors' rights to Social Security benefits until the day the federal Defense of Marriage Act (DOMA) is gone. MORE >


View PDF Online   |   Download PDF

Read more: Financial Security / Retirement, Legal Resources, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
One-Sheet: Social Security Benefits and DOMA

This document, written prior to the U.S. Supreme Court's decision in June 2013 overturning Section 3 of DOMA, summarized how to preserve seniors' rights to Social Security benefits. MORE >


View PDF Online   |   Download PDF

Read more: Financial Security / Retirement, Legal Resources, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
A Timetable Round up of Recent LGBT Research

A recap of the latest LGBT research in the U.S. over the past 2 years. MORE >


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Read more: Aging / General Issues, Caregiving, Financial Security / Retirement, Health, LGBT Organizations, LGBT Older Adults

 
NYS Marriage Equality: Focus on Estate Planning

Trusts and Estates attorney, Tom Sciacca, Esq., details the importance of estate planning in relation to New York State's passage of marriage equality. MORE >


View PDF Online   |   Download PDF

Read more: End of Life Decisions, Financial Security / Retirement, Legal Resources, LGBT Older Adults

 
Tom Sciacca, Esq. Explains the Importance of Marriage Equality in NYS

Tom Sciacca, Trusts and Estates attorney, discusses the importance of marriage equality in New York State pertaining to end-of-life decisions and estate planning. MORE >


Go to Web Site

Read more: End of Life Decisions, Financial Security / Retirement, LGBT Older Adults

 
Creating an Estate Plan: A Legal Perspective

Proper planning will ensure that your property is distributed upon your death as you wish. It makes dealing with the issue of your death easier for your partner and your family. Furthermore, proper planning can save on taxes, allowing more property to be passed to your loved ones. MORE >


Read more: Financial Security / Retirement, Legal Resources, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Medicaid and the LGBT Community

The eligibility rules for Medicaid are complicated, and can contain traps for the unwary. This article provides an overview of the rules that apply to those in the LGBT community who might need Medicaid, particularly those who might need long-term care in a nursing home. MORE >


Read more: Financial Security / Retirement, Legal Resources, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
The Importance of Wills

A will is an essential part of any estate plan, but this is especially true for LGBT people. An estimated two-thirds of all people die without a will (i.e., “intestate”), but dying intestate can have devastating consequences for LGBT people because, in the majority of instances, the law does not recognize our chosen families – our partners, friends, and caregivers. MORE >


Read more: Financial Security / Retirement, Legal Resources, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Lo Que Todas las Personas LGBT de Más Edad Deben Saber Sobre los Testamentos

Aunque el testamento es parte esencial de cualquier planificación del patrimonio, es especialmente importante para las personas LGBT. En un testamento, tú designas quién recibirá tus bienes al tú morir. También nombras a una persona para que tome decisiones importantes acerca de tu patrimonio, la cual es denominada tu "representante personal" o "albacea". MORE >


Nancy J. Knauer

Read more: Caregiving, En Español, Financial Security / Retirement, Legal Resources, LGBT Older Adults

 
El Medicaid y la Comunidad LGBT

Las reglas de elegibilidad para el Medicaid son complicadas y pueden resultar problemáticas para quienes no están bien informados. Este artículo ofrece un panorama general sobre las reglas que aplican a las personas LGBT que podrían necesitar Medicaid, particularmente aquéllas que podrían necesitar cuidado a largo plazo en un hogar de envejecientes. Las reglas de Medicaid son bastante distintas para personas individuales y para las parejas del mismo sexo que para las parejas heterosexuales casadas. MORE >


Read more: En Español, Financial Security / Retirement, Legal Resources, Social Security / Medicaid / Medicare / Health Care, LGBT Older Adults

 
Creación y Protección de Derechos Legales Personales y Financieros

La planificación del patrimonio correcta te ayudará a garantizar que la persona de tu elección pueda cumplir tus deseos en caso de tú quedar discapacitado. Sin la planificación debida, podría designarse a alguien para que tome decisiones médicas y financieras en tu nombre que no cumpla con tus deseos. MORE >


Read more: En Español, Financial Security / Retirement, Legal Resources, LGBT Older Adults

 
Planificación del Patrimonio

La planificación del patrimonio correcta te ayudará a garantizar que tu propiedad se distribuya tal como quieres después de tu muerte. Le facilita a tu pareja y a tu familia lidiar con tu muerte. Aún más, la planificación adecuada puede significar pagar menos en impuestos, lo cual permite que una cantidad mayor de bienes vayan a tus seres queridos. MORE >


Read more: Caregiving, En Español, Financial Security / Retirement, Legal Resources, LGBT Older Adults

 
Planning for Incapacity

Proper planning can ensure that your wishes are carried out by the person of your choice in the event of your incapacity. Without proper planning, someone may be appointed to make medical and financial decisions for you, which may not be in accord with your wishes. MORE >


Read more: Financial Security / Retirement, Legal Resources, LGBT Older Adults

 
SAGE Production's short video on LGBT Older Adults & Social Security

This video, created before the June 2013 US Supreme Court decision overturning Section 3 of DOMA, was a primer on Social Security disparities between LGBT adults and their heterosexual counterparts. MORE >


Go to Web Site

Read more: Financial Security / Retirement, Legal Resources, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Tom Sciacca, Esq. on Wills

Tom Sciacca, Trusts and Estates attorney, discusses the importance of Wills to the LGBT community. MORE >


Go to Web Site

Read more: Financial Security / Retirement, Legal Resources

 
Lifelines: Documents to Protect Your Family

This publication contains information about essential documents that will help you protect yourself and your loved ones in the event of illness, disability, or death. MORE >


View PDF Online   |   Download PDF

Read more: Financial Security / Retirement, Legal Resources, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
National LGBT Aging Roundtable

A fact sheet published by the National LGBT Aging Roundtable discussing why the LGBT population should care about Social Security. MORE >


Read more: Financial Security / Retirement, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
El Seguro Social y Su Importancia Para la Comunidad LGBT Envejeciente

Publicación de la Mesa Redonda Nacional del Consejo LGBT de Personas de Edad Avanzada acerca del Seguro Social y la comunidad LGBT. MORE >


Read more: En Español, Financial Security / Retirement, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
The Legal Documents Every LGBT Older Adult Needs

Examples of what you need to put in writing to protect your financial, health care and end-of-life decisions. MORE >


Read more: End of Life Decisions, Financial Security / Retirement, Legal Resources

 
Four Conversations Caregivers Need to Have. Now.

Do you know your loved one’s health care and financial wishes? Talk about it now, so you can protect those decisions. MORE >


Read more: Caregiving, End of Life Decisions, Financial Security / Retirement, Housing / Homelessness / Long Term Care

 
LOS DOCUMENTOS LEGALES QUE TODAS LAS PERSONAS LGBT DE MÁS EDAD NECESITAN

Lo que necesitas poner por escrito para proteger tus decisiones financieras, de cuidado de la salud y de fin de la vida. MORE >


Read more: Caregiving, End of Life Decisions, En Español, Financial Security / Retirement, Legal Resources, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Injustice at Every Turn

Study released by the National Gay and Lesbian Task Force and National Center for Transgender Equality (NCTE) about the level of discrimination against the transgender population. MORE >


View PDF Online   |   Download PDF

Read more: Employment / Workforce, Financial Security / Retirement, Housing / Homelessness / Long Term Care, Mental Health, Social Security / Medicaid / Medicare / Health Care, Transgender

 
Housing Related Needs of LGBT Seniors

During the past two years a group of concerned San Diego LGBT community members began meeting regularly at San Diego’s LGBT Community Center (The Center). These individuals shared a common concern regarding the lack of LGBT-affirmative senior housing in San Diego County, particularly affordable housing. This publication describes their process. MORE >


View PDF Online   |   Download PDF

Read more: Financial Security / Retirement, Housing / Homelessness / Long Term Care, Mental Health, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Take the Power: Tools for Life and Financial Planning

Lambda Legal has prepared this toolkit, with information on creating wills, protecting your medical and end-of-life decisions, and more, so that you can take the power and create a more secure future for yourself and your family. MORE >


View PDF Online   |   Download PDF

Read more: End of Life Decisions, Financial Security / Retirement, Legal Resources, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Toma el control: Herramientas de planificación legal y financiera

Lambda Legal ha preparado esta guía para ayudarte a tomar el control, de manera que puedas crear un futuro más seguro para ti y tu familia. MORE >


View PDF Online   |   Download PDF

Read more: End of Life Decisions, En Español, Financial Security / Retirement, Legal Resources, Aging Providers, LGBT Organizations, LGBT Older Adults

 
LGBT Older Adults and Estate Tax and Inheritance

This issue brief details how current estate and inheritance laws fail to recognize LGBT people's relationships, contributing to LGBT older adult's financial insecurity. MORE >


View PDF Online   |   Download PPT

Read more: End of Life Decisions, Financial Security / Retirement, Legal Resources

 
LGBT Older Adults: Falling Through the Safety Net

This brief documents the unequal treatment LGBT older adults face under three key aspects to successful aging: financial security, good health and health care, and community engagement. MORE >


View PDF Online   |   Download PDF

Read more: Aging / General Issues, Financial Security / Retirement, Legal Resources, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
LGBT Older Adults and Pensions

This brief describes how retirement pensions are routinely denied to same-sex partners, and how this lack of pension protection can devastate an LGBT partner. MORE >


View PDF Online   |   Download PDF

Read more: Employment / Workforce, Financial Security / Retirement

 
LGBT Older Adults and Tax-Qualified Retirement Plans

This brief details the unequal treatment and additional tax penalties LGBT older adults face when inheriting or when they are designated as the beneficiary for a tax-qualified retirement plan. MORE >


View PDF Online   |   Download PDF

Read more: Employment / Workforce, Financial Security / Retirement

 
Report on Baby Boomers and Older Adults

This report highlights a study done on Baby Boomers and older adults to identify the type of aging-related information they are most interested in receiving, their concerns about aging, their interest in using long-term services and supports, and their preferred ways of getting information about aging topics. MORE >


View PDF Online   |   Download PDF

Read more: Aging / General Issues, Caregiving, Financial Security / Retirement, Aging Providers, LGBT Organizations, LGBT Older Adults

 
A Guide to Changing California & Federal Identity Documents to Match Your Gender Identity

This guide provides details on how people can petition to change their name and gender in California on various state and Federal documents, including information regarding the Social Security Administration, U.S. Passport Agency, Department of Motor Vehicles, and birth certificates. MORE >


View PDF Online   |   Download PDF

Read more: Financial Security / Retirement, Legal Resources, Transgender, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Gay and Lesbian Elders: Estate Planning and End-of-Life Decision Making

This one-click download through SSRN will take you to a law review article discussing estate planning for gay and lesbian elders. MORE >


Read more: End of Life Decisions, Financial Security / Retirement, Legal Resources, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Planning Tips for LGBT Individuals and Couples

Offers guidance and advice to LGBT Boomers in the areas of legacy planning,employee benefits, health care, financial and retirement planning. MORE >


View PDF Online   |   Download PDF

Read more: Financial Security / Retirement, Legal Resources, LGBT Older Adults

 
Still Out, Still Aging

Expanding on insights gained from its 2006 award-winning Out and Aging study conducted in partnership with the American Society on Aging's LGBT Aging Issues Network (LAIN), "Still Out, Still Aging" provides both an update and broader scope in looking at the LGBT population in comparison to the general population. MORE >


View PDF Online   |   Download PDF

Read more: Aging / General Issues, Financial Security / Retirement, Legal Resources, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Snapshot Report: Advancing Transgender Equality

In this publication, the Movement Advancement Project discusses the barriers to equality and challenges the transgender population faces. The four major categories covered are: physical and mental health, safety and physical security, legal documentation and relationships, and employment and self-sufficiency. MORE >


View PDF Online   |   Download PDF

Read more: Financial Security / Retirement, Social Security / Medicaid / Medicare / Health Care, Transgender, Aging Providers, LGBT Older Adults

 
Planning with Purpose: Legal Basics for LGBT Elders

Provides basic information about select areas of the law that are important to LGBT elders, especially individuals and couples who are age 55 and over. MORE >


View PDF Online   |   Download PDF

Read more: End of Life Decisions, Financial Security / Retirement, Legal Resources, Social Security / Medicaid / Medicare / Health Care, LGBT Older Adults

 
Medicaid and HIV/AIDS

A 2-page fact sheet describing Medicaid eligibility and HIV/AIDS. MORE >


View PDF Online   |   Download PDF

Read more: Financial Security / Retirement, Health, HIV & Aging, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Medicare and HIV/AIDS

A 2-page fact sheet describing Medicare eligibility and HIV/AIDS. MORE >


View PDF Online   |   Download PDF

Read more: Financial Security / Retirement, Health, HIV & Aging, Social Security / Medicaid / Medicare / Health Care, Aging Providers, LGBT Organizations, LGBT Older Adults

 
Out and Aging: The MetLife Study of Lesbian & Gay Baby Boomers

This study on LGBT Baby Boomers was conducted by MetLife Mature Market Institute in conjunction with the Lesbian and Gay Aging Issues Network (LAIN) of the American Society on Aging and Zogby International. MORE >


View PDF Online   |   Download PDF

Read more: Aging / General Issues, Financial Security / Retirement

 
Senior Citizens’ Law Office: Pride in Aging Project

The Project provides  legal representation, advocacy, and outreach to older LGBT individuals in Bernalillo, Sandoval, Torrance and Valencia counties.  Staff help with advance directives, financial powers of attorney,  estate planning, Medicare and Medicaid, long term care options, and housing issues. MORE >


Go to Web Site   |   505-265-2300

Read more: Financial Security / Retirement, Legal Resources

 
SAGE: Public Benefits Counseling

Public Benefits Counseling offers assistance in counseling around obtaining and maximizing Public Benefits to SAGE clients and members in NYC. MORE >


Go to Web Site   |   212-741-2247

Read more: Financial Security / Retirement

 
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