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Planning Tips for LGBT Individuals and Couples

June 2010 | MetLife Mature Market Institute, Services & Advocacy for GLBT Elders (SAGE)

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"Too often unexpected injuries, illness, or even death can leave us suddenly unable to directly express our preferences for ourselves or those who matter to us most. Without advance preparation, much of what will happen next will be directed by default rules and practices that may run counter to what we would have directed."

This publication offers tips on key areas that LGBT older adults should address—such as estate planning, health care, financial and retirement planning and employee benefits—to ensure that their heirs receive what's intended and that their health care decisions are honored. It also identifies documents and planning tools recommended for estate, health care, financial and retirement planning, as well has optimization of employee benefits issues.



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