Divorce Attorney
Help Your Clients Avoid These Seven Financial Mistakes When Getting Divorced
As a financial planning firm, we often see clients after their divorce is finalized and decisions have been made, only for them to find out that there may have been a better way to split assets, avoid a tax hit, or that important language is missing from a QDRO document. This presentation is designed to help divorce attorneys create better financial solutions for their clients when negotiating the terms of the divorce agreement. Michael is a certified divorce financial analyst and he will be covering the following topics:
Tax and financial considerations when splitting the house
The most common mistakes with and QDRO documents
Tax pitfalls when splitting retirement accounts
The impact of divorce on college financial aid
Strategies to help reduce the tax impact of the change of tax treatment of alimony
Valuing stock options and restricted stock
Strategies for addressing financial needs versus financial want
Structuring insurance policies to protect support payments
529 plan pitfalls in divorce
Financial illustrations that help the collaborative and litigation process
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