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Divorce Financial Planning

Financial planning can be complex and difficult under the best of circumstances. Financial planning in the context of a divorce represents a different level of complexity. These are the times when having the support and guidance of an experienced Certified financial planner can be invaluable.

The list of things that you might have to consider is extensive. Consider whether any of these items are pertinent to your case:

  • Child support
  • Alimony
  • Separate property (inheritances or pre-marriage assets)
  • Budgeting
  • Executive benefits (stock options, restricted stock, bonuses)
  • Can you afford to retain the home?
  • College expenses
  • Debt payments
  • Small business owned by you or your spouse
  • Medical insurance to provide post-divorce coverage
  • Tax effects of the divorce
  • Right to spouse's social security
  • Right to spouse's pension

Are you prepared to address this list of issues without professional help?

We offer recommendations in our extensive list of articles for your review. Use the search box to find topics. When you are prepared to begin work and want to talk about your situation, give us a call and let us help you through this time!

We offer Financial Planning for Divorce Mediation in Houston TX & the surrounding areas:

Related Topics:
Below is a list of articles with the most recent ones listed first.
Tracing to Prove Your Separate Property
Did you know that your inheritance can end up being divided with your ex-spouse? Despite your best efforts, Mom’s legacy for you has probably been mingled with community funds.
Bankruptcy and Divorce
Individuals considering both bankruptcy and divorce have additional planning issues to consider. Which should be done first? Can we arrange our asset division to protect assets following divorce? Which assets can be discharged and which must be paid? Can income taxes be discharged?
What Is Certified Financial Planning
A person who does certified financial planning will be a member of and meets the requirements for the CFP Board (Certified Financial Planner Board of Standards).
Finding Financial Planning Advice
When going through a divorce perhaps the last thing on someone’s mind is financial planning advice. While there may be more emotional and personal issues on the table, this is definitely one area that cannot be ignored.
What is a QPRT?
A qualified personal residence trust ("QPRT") is a special type of trust, detailed by Internal Revenue Service regulations. Details enclosed.
Limited Liability Companies
An LLC is an entity formed under state law to conduct a business or investment activity. What you should know about LLC's.
FLP Details
This is a detailed list of the FLP (Family Limited Partnership) facts and what you should know.
CLUT and Family Limited Partnership
The CLUT (Charitable Lead Unitrust) details and whether it is right for you. Family limited partnerships (FLPs) have become a popular planning tool for the high net worth individual. The following contains the advantages of an FLP.
GST Tax Planning and Gift Exclusion
This Generation-Skipping Transfer tax can eat more than you bargained for. Is your family prepared?
Medicare and Estate Planning
Essential information about Medicare coverage and estate law. Will you be prepared?
Social Security
Here is a list of highly important information for those on social security or those approaching the required age.
Asset Protection Strategies
How to ensure that your assets and investments stay safe and secure in a dangerous market.
Auto Insurance
Here are a few hints and tips to use when it comes to your automobile insurance. A bad choice can cost you dearly.
Corporate Care Insurance
A quick overview of the complicated structure that is corporate insurance.
Mortgage Life Insurance
Mortgage life insurance details and tips for the average consumer. Am I prepared?
Long-Term Care Insurance
This is a popular list of insurance tips when dealing with long-term care and accelerated death benefits.
Insurance Company Ratings
Can your insurance company cover their end? Some may not be able to. This article provides a quick list of high value insurance info that many clients find helpful.
Limited Partnerships
Limited partnerships allow you to own a portion of a business entity giving you an opportunity for capital appreciation and tax deferral.
Real Estate Investments
This outlines how the average consumer can use the real estate market to thier advantage.
Individual Real Estate Tactics
The following is a short guide to buying and selling property and how it effects your long-term investments.
Consumer Debt
This section briefly describes an individual's options when it comes to consumer debt.
Charitable Contributions
This is a quick look at charitable contributions and how they can effect your cash flow situation.
Cash Flow Management
This is a short guide to help the average consumer budget thier cash flow and make intelligent decisions with thier investments.
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Patricia Barrett CFP CDFA
Phone:  832-858-0099
Address: 10777 Westheimer, Suite 1100, Houston, TX   77042 email: pb@lifetimeplanning.cc