Category: Division of Assets

Dividing the House in Divorce: What are the options?

In divorce, one of the most difficult decisions is what to do with the family home. Take the story of Jill and Bob Carter.  The Carters have been married for 20 years and purchased their home after marriage.  The home is considered community property.  The Carters have two children, Mark, 18 and headed to college, … Continue reading Dividing the House in Divorce: What are the options?

Taxes and Divorce: It’s NOT “All About that Bass”. It’s All About that BASIS – that Cost Basis

Although often ignored, the cost basis in taxable accounts and for property is critical to a long term efficient asset division in divorce. What is cost basis?  Cost basis, sometimes referred to as just ‘basis’ or ‘tax basis’, is generally the original cost (purchase price) of a stock, bond, mutual fund, other financial security or … Continue reading Taxes and Divorce: It’s NOT “All About that Bass”. It’s All About that BASIS – that Cost Basis

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