Divorce Financial Planning

Once a divorce is final, you may need assistance in managing your finances. If we handled pre-divorce financial planning for you, it’s likely no one will be as familiar with your finances as we are, to complete this critical task. In concert with our affiliate, Samalin Divorce Finance, we are uniquely qualified to professionally complete the settlement assumptions you worked so hard to achieve.


Samalin
Divorce Finance

Pre-divorce analysis

  • Compiling data regarding income, expenses, assets and liabilities
  • Creating a lifestyle analysis
  • Analyzing housing options, e.g. divest, reinvest
  • Preparing statements of net worth
  • Analyzing retirement assets
  • Analyzing maintenance and child support

 

Divorce Settlement Analysis

  • Reviewing after-tax proposed settlements
  • Estimating maintenance needs
  • Analyzing long-term cash flows
  • Comparing settlement proposals
  • Tax impact all cash flows and events


Divorce Financial Planning


Samalin
Investment Counsel

Post-divorce financial planning

  • Explain the who, what, why, and how of your finances in a safe and private environment
  • Assure financial lifestyle continuity and updates as your financial life unfolds
  • Administer asset transfers into your accounts that you negotiated for in your settlement
  • Assist with referrals and coordination of your new professional team, if necessary
  • Review tax issues with your tax advisors
  • Consolidate retirement accounts and confirm your retirement plan
  • Develop strategies for college planning and other childrens’ needs