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Planning Tips for LGBT Individuals and Couples
 June 2010 | MetLife Mature Market Institute, Services & Advocacy for GLBT Elders (SAGE)
"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. Watch in Separate Window |
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Related Resource
2015 U.S. Transgender Survey With almost 28,000 respondents, the U.S. Trans Survey (USTS) is the largest survey ever devoted to the lives and experiences of trans people. See more: Transgender, Aging Providers, LGBT Organizations, LGBT Older Adults |
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The National Resource Center on LGBT Aging is supported, in part, under a cooperative agreement from the U.S. Department of Health and Human Services, Administration on Aging. Grantees undertaking projects under government sponsorship are encouraged to freely express their findings and conclusions. However, these contents do not necessarily represent the policy of the U.S. Department of Health and Human Services, and endorsement by the Federal Government should not be assumed. All Rights Reserved.
