Amicable Divorce Financial Planning
We'll Guide You Through the Financial Complexities of Divorce
Divorce agreements are foundational. A healthy and stable future depends largely on the financial decisions made during the divorce process.
Considerations include:
Asset Valuation & Tax Implications
- Help valuing the assets involved in the divorce
- We know the tax implications of your financial assets
Alimony Considerations:
- We’ll advise if alimony is needed based on the financial futures of both parties
Fair Splitting:
- With your financial situations thoroughly understood, we can design the most fair division of assets
Risks of Poor Negotiation
Poor negotiations can create long-term, hard to reverse financial problems:
Access to funds
- Access to retirement accounts needs to be considered so that neither party needs to access prematurely and incur severe tax penalties
Permanence of Terms
- Divorce terms are typically irreversible so it’s crucial to get it right when you can
Help From a CDFA®
Hire an expert to think about the things you’re not
With decades of experience in financial and tax planning, we provide:
- Deep Financial and Tax Understanding: We offer creative and advantageous agreements for both parties.
- Equitable and Informed Outcomes: You will receive complete information on the assets involved, including potential tax liabilities and benefits, to make informed decisions.