Posts Tagged ‘financial planning’
Broken Trust: Advice About Estate Planning During A Divorce
by Meredith L. Brown, Esq. Brown & Brown Many couples prepare Wills and Trusts in connection with a happy life event, such as the birth of a child. Frequently these documents are placed in a safe deposit box, never to be updated or even thought about again. When the unfortunate life event of divorce happens,…
Read MoreCollaborative Family Law Group of San Diego Featured on “San Diego Living”
Representatives of the Collaborative Family Law Group of San Diego appeared on “San Diego Living” on Monday, December 30 on San Diego 6 (CW6/XETV). Family law attorney Nancy Taylor, financial specialist Cinda Jones and psychologist/coach Dr. Robert Simon were interviewed by host Marc Bailey, who asked them to explain the collaborative divorce model and answer…
Read MoreClaiming ‘Head of Household’ Status, Dependent Children During Divorce
by Alex Kwoka, Attorney at Law, Law Office of Alexandra M. Kwoka If you are considering separating or divorcing, and/or moving from the marital home with a child or children, thinking about how you will file your tax return is important. First: When will you separate into two households? If you move out after June…
Read MoreDivision of Marital Assets in Divorce: Fairness and Respect
A recent Forbes Magazine article offers advice specifically to women about assets in a financial portfolio that they might overlook when working on the division of those assets in a divorce. From a practical standpoint, it’s true that people don’t always clearly identify or think about all of their “assets” at the time of divorce.…
Read MoreTop Nine Collaborative Divorce Tips for Success
By Shawn Weber, CA State Bar Certified Family Law Specialist Past President, Collaborative Family Law Group of San Diego Board Member of Collaborative Practice California My life as a family law attorney changed with my first Collaborative Practice case. I was moved by the idea of leaving the adversarial process that I found so harmful…
Read MoreWhat You Can Do to Reduce Attorney Fees and Costs and Finish Your Divorce Sooner
by Susan Rapp, CLS-F, Family Law Attorney There are a number of ways to resolve parenting, property, debt, and support issues in a divorce. These methods include Collaborative Divorce, hiring an attorney and attempting to settle issues outside of court, going to court and litigating unresolved issues, and working with an impartial mediator, with or…
Read MoreCollege Debts Delaying Marriage For Graduates
There is a new and surprising reason not to take on too much college debt. A survey by Harris Interactive conducted for the American Institute of CPAs found 15 percent of college graduates have postponed getting married due to their student loan payments. This is a significant number. Almost 39 million U.S. adults had student…
Read MorePrenuptial Agreements Not Only For The Wealthy
by Justin A. Reckers, CFP®, CDFATM, Director of Financial Planning Pacific Wealth Management and Pacific Divorce Management Most people who divorce do not have the financial concerns of Rupert Murdoch. The wealthy media mogul recently announced the impending divorce from his third wife, Wendi Deng, after 14 years of marriage. Murdoch, CEO and chairman of…
Read MoreFour Tips for Making Divorce Easier on You and Your Family
by Myra Chack Fleischer, CLF-S, Fleischer & Associates Making the decision to get divorced is never easy. If you have been there, done that, no matter when you file you know it can be consuming and is usually the result of a thought processing lasting weeks, months, even years. If there are children involved, it…
Read MoreTaxes and Divorce: Six Tips For Women
CLFG San Diego member Justin Reckers, Director of Financial Planning at Pacific Wealth Management and Managing Director at Pacific Divorce Management, shares this recent article from Forbes Magazine with tips to help women (and men, too) who were divorced in 2012 or going through a divorce now that will help you avoid paying higher taxes…
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