J.P. Morgan’s Joseph Hahn: How to Go the Extra Mile for LGBTQ+ Clients

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When the U.S. Supreme Court ruled in 2015 that the right to marry is guaranteed to same-sex couples, it opened new financial-planning opportunities for countless Americans. But the LGBTQ+ community continues to face a number of unique financial challenges, says Joseph Hahn, executive director of wealth planning and advice at J.P. Morgan Wealth Management. “Things have changed so fast that advisors might be complacent,” says Hahn, the author of a new white paper on the topic. “They might be under the widely shared impression that same-sex marriage eliminated all differences between LGBTQ planning and planning for heterosexual...

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