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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 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:

  • Limited Liability Companies
  • Family Limited Partnership
  • Generation-Skipping Tax Planning and Gift Exclusion
  • Medicare and Estate Planning
  • Social Security
  • Asset Protection Strategies
  • Auto Insurance
  • Corporate Care Insurance
  • Mortgage Life Insurance
  • Long-Term Care Insurance
  • Limited Partnerships
  • Real Estate Investments
  • Individual Real Estate Tactics
  • Consumer Debt
  • Charitable Contributions
  • Cash Flow Management

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

We offer some ideas in our extensive list of articles prepared for your review. 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!

 

Related Topics:
Below is a list of articles with the most recent ones listed first.
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 thier end? Some may not be able. This is 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:  281-444-1449
Address: 10777 Westheimer, Suite 1100, Houston, TX   77042 email: pb@lifetimeplanning.cc