Navigating the pathwork
JP Morgan Wealth Management Team authors white paper on ID document complexities for trans people TAMMYE NASH | Managing Editor Nash@DallasVoice.com Personal wealth management can be complicated even in the simplest of circumstances.
But for people in the LGBTQ community, the complexities are often multiplied. For the trust lawyers and CPAs and other professionals who make up the wealth planning and advice team at JP Morgan Wealth Management, the whole purpose is to make those complex topics more accessible, said Shelby Anderson, a member of that team.
Toward that end, she said, “We write a lot around financial issues and some legal issues, things like estate planning and taxes.
And as we were going through that process, we were struck by the lack of information that is out there for LGBTQ+ individuals.
