Services for the Divorcing Client
Pre-Divorce Services
- Compile, organize and value assets (marital and separate)
- Search for hidden assets or income
- Analyze liabilities
- Prepare statements of net worth
- Perform lifestyle analysis
- Establish realistic budgets
- Determine immediate needs
Divorce settlement preparation and long-term planning
- Determine and prioritize goals
- Estimate future earnings potential
- Anticipate future expenses (obligations)
- Project retirement needs
Divorce settlement analysis and negotiation
Evaluate financial and tax implications of a proposed division of assets
- Suggest alternative settlement proposals if necessary
- Compare and evaluate settlement scenarios
- Analyze long-term cash flow and net worth
- Minimize risk through appropriate action prior to divorce finalization
- Compare after-tax asset sales
- Estimate maintenance needs and ability to pay
- Determine maintenance/child support trade-offs
- Before and after-tax analysis of property settlement (transfer and/or sale)
- Create individualized reports that illustrate current and future financial status
Post Divorce
- Determine tax obligations relative to the sale of assets
- Discuss and prioritize financial goals
- Establish new budget and post-divorce financial plan
- Monitor implementation and results of new financial plan
Services for Divorce Attorneys
In addition to those services for clients listed above, I work with attorneys in the following areas:
- Financial and tax analysis of proposed settlements
- Creation of additional settlement scenarios
- Forensic accounting and auditing to determine existence of additional assets or income
- Evaluate long-term financial consequences of any proposed settlement; present results to the client and/or to the court
- Serve as an experienced expert witness for financial matters