Divorce Financial Planning and Analysis

  • Identify financial goals, objectives, needs and concerns
  • Tax issues
  • Property division options
  • Estate planning considerations
  • Retirement and pension plans
  • Debt pay-off
  • Property and business interests
  • Cash flow and budget analysis
  • Review of settlement agreements
  • Marital standard of living analysis
  • Financial review of settlement agreements
  • Oversight of property transfers
  • Education on divorce financial issues

 

  • Insurance coverage
  • Employee benefits
  • Children’s education/special needs
  • Keep or sell house
  • Analysis of income available for support
  • Needs-based support analysis
  • Separate versus marital property
  • Spousal and child support
  • Credits and reimbursements
  • Oversight of insurance and estate planning modifications
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