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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