Update on Same-Sex Couples for ADPA® Students & Grads
In a phone conversation, a student who had completed the ADPA® course asked how he could possibly stay current on this topic in view of how rapidly everything was changing. Students enrolled in the ADPA® course get the most current information available as of the print date of the their modules, and should answer test questions based upon the content contained in those modules, as stated in the September 16, 2013, memo. ADPA® designees, however, need to keep current by performing periodic research and reading relevant publications in the field. I have prepared this memo to guide you in the topics you need to research and how to perform such research, and to give you some assistance by providing websites and blogs that I have found useful in the research I do to revise the ADPA® course.
First, you may have some questions about how large the same-sex population is. You can find the most recent statistics on same-sex couples at http://www.marriageequality.org/divorce. Click on the Williams Institute study mentioned in this article to get more detailed information.
www.nclrights.org/wp-content/uploads/2013/07/Divorce_in_DOMA_States_Attorney_Guide.pdf . The website listed under the category “US Divorce Laws” can be consulted to determine the divorce laws in all states.
Another area in which you can expect questions may come from both same-sex and opposite-sex unmarried couples afraid of losing state or federal benefits if they were to remarry. There are many benefits that can be lost by remarriage, most of which are discussed in the ADPA® modules. If you don’t want to search through the modules again, look for a College for Financial Planning webinar in September 2014 that you can take for continuing education credit dealing with changes occurring after the Windsor decision relating to same-sex couples.
Until next time!
As always, should you have questions regarding anything in this memo, feel free to contact me at 800-237-9990, ext. 220-4833, or by email at firstname.lastname@example.org.
List of Helpful Websites
Same-Sex Marriage Laws
IRS Rev. Rul. 2013-17
Civil Unions and Registered Domestic Partners
State Income Tax Laws
U.S. Marriage Laws
U.S. Divorce Laws
Summary of Federal Action
State Marriage Equality Cases