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Pre-Divorce
Assist you in compiling and organizing financial statements and information, preparing inquiries for “discovery”; analyzing statements, documents, and tax returns; tracking money flows; identifying and understanding complex compensation issues; and evaluating wealth protection strategies.
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Divorce Settlement Analysis
Estimate maintenance needs, develop alternate settlement proposals, identify tax issues, analyze long-term cash-flow and net-worth issues, incorporate future needs (such as retirement income and college costs for children), recommend tax and financial strategies, assist with negotiations and interrogatories, testify as a Qualified Financial Expert, if needed. If necessary, financial tracing and forensic analysis services for hidden assets and money flows are available.
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Post-Divorce
Follow through on asset transfers, identify tax impact of asset sales, assist in establishing new money-management systems, implement insurance and estate-planning recommendations, help ensure settlement duties are implemented by client and ex-spouse.
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After Divorce is Final
If desired by you, we can assist with managing investment accounts and creating a new, post-divorce financial plan based on your new life and financial objectives.