Category: Divorce Pitfalls

A House Divided: Your Home in Divorce

For most couples, the family residence is one of their largest assets.  In divorce, the family home is treated like any other asset, but it is an asset unlike any other. The family home isn’t easily divided. Budgetary concerns and tax issues coupled with emotional ties to the home can lead to catastrophic financial outcomes. … Continue reading A House Divided: Your Home in Divorce

Strategic Ideas for Allocating Investment Accounts between Divorcing Couples

Robertson Stephens Wealth Management and Divorce Planning of Austin work with clients to execute the division of joint or individual brokerage accounts, IRAs, Roth IRAs, SEP, pensions, and other retirement accounts. When asked to execute a division as described in a divorce settlement agreement, the instructions to the custodian of the account (Fidelity, Schwab etc.) … Continue reading Strategic Ideas for Allocating Investment Accounts between Divorcing Couples