Divorce Planning

Setting aside the emotional impact, once a marriage has broken down and a decision is made by one or both parties to divorce, the financial ramifications can be substantial. Identifying your interests in accumulated property is central to an equitable and just disposition of marital property.

That’s where we can help with Divorce (and Separation) Planning.

Divorce and Separation Planning service includes:

  • Planning your future cash needs including income and spending/expenses
  • Assessing impacts of joint beneficiary/survivorship and qualified accounts
  • Taking an asset/liability inventory
  • Settlement of debt
  • Addressing tax implications of separation
  • Evaluating the tax consequences of being awarded certain assets
  • Help establish your independent financial profile (i.e., new bank accounts, separate credit history, etc.)
  • Evaluate pension, healthcare and other benefits that may accrue to you.