Financial Planning Splitting Retirement Accounts in Divorce When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement. Accounts that fall into this retirement category […]
Financial Planning Dividing Retirement Assets in Divorce With a Qualified Domestic Relations Order Retirement assets are an important issue in any divorce proceeding. After the marital home, retirement assets often represent the largest category of marital assets to be divided in a divorce settlement. These assets can include 401(k)s, 403(b)s, IRAs and pension benefits provided by an employer’s defined benefit plan. Divorcing spouses will often seek to divide […]
Financial Planning Top 7 Financial To-Dos After a Divorce You have just signed your divorce papers, and you are now ready to put all the stress of the long and complicated process behind you. Emotions ranging from relief and peace to sadness and anger, and likely fear and uncertainty, may be running through you. You know that you need to take steps to begin […]
Financial Planning Staying in the Marital Home After Divorce: Emotions vs. Economics As someone contemplates divorce, one of the most common concerns, after custody of the children, is whether either spouse will be able to continue living in the marital home. Most likely, the home has significant emotional value. It could represent heartfelt memories of raising your family during happier times or it could be the location […]
Marital Financial Planning Getting Divorced? Make Sure You Ask the Right Questions Someone recently asked me to provide the names of a few divorce lawyers for her to consider. I gladly provided her with the names of three reputable lawyers whom I know well. After thanking me for the referrals she asked, “What should I look for? I don’t know anything about hiring a divorce lawyer—I’ve never […]
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…