We help you understand the financial implications of your divorce so you can make informed decisions, supported by Chartered Divorce Financial Analysts.
This may include a marriage or divorce, the birth of a child, the loss of a loved one, getting a new job or being terminated. Revisit your estate plan periodically even if your circumstances don’t change. Although your situation may be the same, laws may have changed. It will take ...
What if you can't make the college tour? Here's how to visit a college without stepping on campus. Setting foot on campus is always a good idea, but it's often not practical. Trying to fit in Read More Headed for Divorce? How to Pay for Your Children’s College Education ...
While elder law and estate planning are our main focus, we are well-equipped to navigate individuals through several legal circumstances, from family law and divorce to real estate law and evictions. We provide all our clients with the personal representation they deserve. When you put us on ...
Retirement & Pensions Pensions on Divorce For Business Resources Tax Tables News Contact Search Submit Making your future possible Rating: 5 Jonathon at Henson Crisp has been by my financial adviser for close to 20 years and has always given clear and precise advice on financial planning for ...
Here are a few life changes to discuss with your advisors: Moving to a new home Divorce or marriage Children who entered your life (by birth, adoption, marriage, etc.), started college, moved out of your home, moved back into your home or married/divorced ...
The TCJA also repealed IRC Section 682, which generally provided that if a taxpayer created a grantor trust for the benefit of their spouse, the trust income would not be taxed as a grantor trust as to the grantor-spouse after divorce to the extent of any fiduciary accounting income the ...
Dividing Assets in Divorce Retirement Planning Defined Contribution Plans 403(b) Plans IRAs Retirement Income Planning Retirement Accounts Retirement Planning Glossary 401(K) Plans Pre-retirement Checklist Planning Investment Management Portfolio Review Estate Planning Charitable Giving Tax Planning Business...
Tax Prep Checklist: Everything You Need to Be Ready for This Tax Season Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we'...
While it's less overwhelming to break up your financial checklist into quarterly tasks, Georgia Lord, a certified financial planner at Corbett Road in Brooklyn, New York, said this doesn't mean revamping your annual plan more often. "I stress to clients that a financial plan is a living, b...