Video: Baird’s Tim Steffen Discusses Financial Planning Post-DOMA with Morningstar
Aug. 9, 2013
Tim Steffen, CPA/PFS, CFP®
, Director of Financial Planning at Baird, recently sat down with Christine Benz, Director of Financial Planning for Morningstar.com, to discuss the financial planning implications of the Supreme Court ruling on the Defense of Marriage Act (DOMA). During the interview, he talks about next steps for same-sex couples in states that recognize their marriage. These include the need to revisit their Social Security, income-tax filing and estate-tax plans post the decision.