LGBT Individuals and Families

    You want what’s best for you and your family. As we celebrate the many positive changes that affect the LGBT community, we’re also mindful of the shifting policies that can impact your financial future. We can help you better understand which options are available to you and your family — and our dedicated Financial Professionals can help you plan for a more secure future.

    Find out how we can help.

    How Does the Recent U.S. Supreme Court Ruling Affect Estate Planning for Same-Sex Married Couples?

    On June 26, 2015, The U.S. Supreme Court ruled in a 5-4 decision in Obergefell v. Hodges that same-sex marriage must be recognized and licensed in all 50 states. This is a landmark decision that makes significant changes to the definition of marriage.

    For practical purposes, it also makes monumental changes to estate, retirement, and financial planning for same-sex married couples countrywide. It is important to note that all following information only pertains to couples that are legally married, and not to couples in civil unions, domestic partnerships or unmarried relationships.

    Prior to this Supreme Court decision, it was important to have estate planning documents up to date and financial planning done specifically to work around the inequalities between how the law treated same-sex married couples vs. heterosexual married couples. Since this distinction is no longer the law of the land, following are some significant estate and financial planning changes important to be aware of.

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    MassMutual Makes Top 10 for LGBT Employees

    MassMutual is ranked number three on DiversityInc.’s Top 10 Companies for LGBT Employees list for 2015.

    “This is an extraordinary achievement for MassMutual,” said Roger Crandall, Chairman, President and CEO. “We recognize that diversity and inclusion is a catalyst that fuels our growth and helps us achieve our purpose: to help people secure their future and protect the ones they love. We are proud of our more than 160-year history of meeting our commitments to our policyowners, and even more excited about our future growth as a diverse, inclusive and ultimately more innovative and responsive company.”

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    You Have a Vision for Your Future

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.
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    How Carla and Ginny Built a Strategy for Life

    "We were making good money, but we had nothing to show for it. And we had no idea where to start."
    See Carla and Ginny's Story
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    Tony Delumen, Financial Professional in Walnut Creek, CA

    “We assessed where they were and crafted an organized strategy as to what we wanted to do, and exactly how we wanted to do it.”

    Tony Delumen, Financial Professional in Walnut Creek, CA

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