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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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Investment advisory services offered through Greenbush Financial Group, LLC. Greenbush Financial Group, LLC is a Registered Investment Advisor. Securities offered through American Portfolio Financial Services, Inc (APFS). Member FINRA/SIPC. Greenbush Financial Group, LLC is not affiliated with APFS. APFS is not affiliated with any other named business entity. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.