LGBTQ Planning
Almost 5% of the Population Identifies as LGBTQ. What Skills Do Planners Need to Properly Serve the Modern Family? The structure and composition of the modern family has evolved and continues to evolve. In 2018 approximately 4.5% of the U.S. population identified as lesbian, gay, bisexual, transgendered or queer (“LGBTQ”). Estate planners, financial advisors, insurance consultants, trust officers, and others must be prepared to interpret existing estate planning documents and plans in light of the evolving family and have the skills to craft new estate plans to address the modern family, including evolving concepts of gender.