LGBTQ+ financial planning for The Marmalade District
You picked a neighborhood with real history. The plan should have real depth — trust structure, RSU planning, and second-parent adoption follow-through.
Built for The Marmalade District LGBTQ+ households
The Marmalade District on Capitol Hill is historic and walkable with a long LGBTQ+ presence — Victorians, small multi-unit conversions, and creative / tech households.
- Trust hasn't been refreshed since it was drafted.
- Second-parent adoption is still on the to-do list.
- Silicon Slopes RSUs are a bigger part of the picture than you'd think.
- Renovation cash-flow planning has never been done.
How we help The Marmalade District households
Estate documents that actually reflect your life
Wills, trusts, healthcare directives, and beneficiary audits refreshed for who you actually chose — not defaults written for someone else's family. Especially the pieces most Marmalade couples wrote a decade ago and haven't looked at since.
Second-parent adoption follow-through
Even with marriage, presumption laws don't travel reliably across state lines. We help you sequence and budget the second-parent adoption that makes parentage bulletproof in every state.
RSU + ESPP sequencing across two careers
Vest calendars, concentration risk, ESPP hold-vs-sell, and the tax bill hiding in your next refresh — coordinated with the rest of the plan, not treated as a separate problem.
Go deeper, or just talk to us
Skim the broader context if you want more before reaching out — or book the call and we'll cover it live.
LGBTQ+ financial advisor in Salt Lake City
The city-wide overview: how Aequitas works with Salt Lake City LGBTQ+ households across cash flow, tax, investing, and estate.
Read moreLGBTQ+ tax & cost-of-living guide: Salt Lake City
State income tax, property tax, estate tax, and LGBTQ+ planning overlays specific to Salt Lake City.
Read moreThe Marmalade District planning FAQs
Ready to talk through your plan?
On a free intro call we'll walk through where you are, what you're trying to figure out, and whether an engagement makes sense — no pressure.
Schedule Your Intro Call