Managing the Division of Taxable Brokerage Accounts and IRAs in Divorce

Division of Assets, Divorce and Money, Divorce Pitfalls, Divorce Tips, Financial Planning

Your Mediated Settlement Agreement (MSA) outlines how financial accounts will be divided between you and your soon-to-be ex-spouse. Completing these transfers promptly may be especially important when one spouse continues to draw from joint resources. The challenge is to divide accounts efficiently while avoiding unnecessary taxes, fees, or costly financial mistakes. Consider working with a … Continue reading Managing the Division of Taxable Brokerage Accounts and IRAs in Divorce →

Managing Financial Conflict in Divorce

Divorce Tips

In divorce, managing conflict is more important than immediate resolution. Effective mediation isn’t about winning or convincing the mediator—it’s about helping couples find shared, intentional solutions. A resolution should focus on mutual interests, not compromise or control. Couples often enter mediation unprepared, expecting the mediator to solve everything. In reality, the best outcomes come when … Continue reading Managing Financial Conflict in Divorce →

Four Reasons Why Great Family Law Attorneys use Certified Divorce Financial Analysts®

Divorce Asset Division, Divorce Process, Divorce Tips, Taxes and Divorce

Experienced family law attorneys and Certified Divorce Financial Analysts™ (CDFAs) are ideal referral partners and more.  CDFAs Build a Financial Picture CDFAs do the homework.  We gather the tax returns and other financial documents that attorneys need.  We know which additional documents will help get to the real picture.  Then we organize financial information and provide … Continue reading Four Reasons Why Great Family Law Attorneys use Certified Divorce Financial Analysts® →

Investments in Private Companies: What information does a divorcing spouse need in order to evaluate these interests?

Divorce and Money

Determining the value of a privately held business during divorce is one of the most challenging, time-consuming, and costly aspects of dividing financial assets—especially in uncertain times like 2020, when COVID-19 revealed both vulnerabilities and unexpected opportunities for many businesses. A qualified business valuation expert plays a critical role in appraising these assets and requires … Continue reading Investments in Private Companies: What information does a divorcing spouse need in order to evaluate these interests? →