Category: Divorce Tips
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
Your Divorce: Six Essential Elements to a Smart Property Division
Identify Assets and Liabilities Gather the latest statements for your assets (investments, property, business interests) and liabilities (mortgages, credit card debt, auto loans, etc.). Divorce Planning of Austin uses these statements to prepare an initial list of property to be divided. Collect tax documents for at least the past three years. Reviewing tax returns helps uncover … Continue reading Your Divorce: Six Essential Elements to a Smart Property Division
Top 10 Divorce Tips
1. Copy Your Records Before your divorce, be sure to make copies of all of your financial records. Keep them in a safe place away from your spouse. These records include, but are not limited to, personal and business income tax returns (last three years), business records, account statements from investment firms, banks, and pension … Continue reading Top 10 Divorce Tips