We specialize in partnering with individuals on a plan that may include:

• Proactive tax planning strategies including the tax-efficient transfer of property such as a home, reporting property you sell, and determining your tax filing status.
• Review of division of assets such as real estate, securities, retirement accounts, deferred compensation and restricted stock that ensures you receive their proper value.
• Creating a budget to account for a potential drop in income should you not receive sufficient alimony and child support.
• Reviewing cash flow to make any needed adjustments to expenses and income, including potential portfolio changes, to help ensure you can live within your means.
• Establishing estate planning strategies that include updating a will, living will, power of attorney and trusts to reflect your life change and to update beneficiaries.
• Assessing life insurance including whether to maintain a term life policy, if you should divide a cash value policy equally and establishing new policies if needed.
• Investment management advice to ensure your portfolio’s asset allocation meets your risk tolerance and updated time frames to reach goals.