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Patricia Barrett CFP CDFA

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You are here: Home / Archives for Blog / Financial Planning

Divorce and long-term care insurance

May 18, 2018 By Patricia Barrett

Being financially prepared for the possibility that you could require long-term care is an important part of retirement planning. Yet, too many people hope for the best and don't give this much thought. Our rapidly aging population, lengthening longevity and unpredictable health care costs highlight the need for long-term care insurance. So, couples getting a divorce, especially those approaching … [Read more...]

Filed Under: Blog, Divorce Planning, Divorce Planning, Estate Planning, Financial Planning, Financial Planning Articles, Women's Issues for Divorce Tagged With: divorce and insurance, divorce and retirement, divorce finances, divorce in Texas, divorce settlement, Houston divorce, preparing for divorce

Divorce and Company Bonuses

May 7, 2018 By Patricia Barrett

Divorce and Company Bonuses

An often overlooked community property asset to be equitably divided in a Texas divorce settlement is any company or employer bonus given to one or both of the spouses involved in a divorce. Sometimes attorneys fail to address the community nature of bonuses. Or, they forget to ask if either spouse typically receives, or is expected to receive, an annual or other type of bonus as part of his or … [Read more...]

Filed Under: Divorce Mediation, Divorce Planning, Financial Planning, Financial Planning Articles Tagged With: community property, company bonuses in a divorce, divorce financial planning, divorce mediation, divorce settlement, Houston divorce, Texas divorce

Should you buy a house before the divorce is final?

April 12, 2018 By Patricia Barrett

Most of us don’t have the option of buying a home during the process of divorce due to financial constraints. But while a fortunate few may have the resources to afford the down payment, mortgage payments, property taxes and upkeep, careful thought should still be given to this idea. Going through a divorce is highly stressful.  You are likely experiencing a wide variety of emotions right now, … [Read more...]

Filed Under: Blog, Divorce Planning, Divorce Planning, Financial Planning, Financial Planning Articles Tagged With: divorce finance, divorce finances, divorce financial planning, divorce in Texas

The devil is in the details of the new tax law for divorcing couples

January 19, 2018 By Patricia Barrett

Let me just say, it pays to know how the new tax law may impact your divorce this year! Much of the new law, (the "Tax Cuts and Jobs Act"), which both houses of Congress passed on Dec. 20, 2017, goes into effect in 2019. Yet, based on how these laws could impact your divorce in 2019, you may benefit from getting your divorce completed in 2018. There are also some changes that take effect this … [Read more...]

Filed Under: Blog, Divorce Mediation, Divorce Planning, Divorce Planning, Financial Planning, Financial Planning Articles, Women's Issues for Divorce Tagged With: divorce finances, divorce financial planning, New tax laws and divorce

New tax law may impact your divorce in 2018

January 5, 2018 By Patricia Barrett

The ink is barely dry on the "Tax Cuts and Jobs Act" which both houses of Congress passed on Dec. 20, 2017,  yet, accountants are scrambling to figure out how the 500-page law will affect their clients this year. Most can't believe this complicated and confusing law is effective immediately. "We don't have a year to figure it out," said one notable tax expert. And some are warning the new law … [Read more...]

Filed Under: Divorce Planning, Divorce Planning, Financial Planning, Financial Planning Articles Tagged With: alimony and divorce in 2018, alimony in Texas, divorce and tax laws, divorce finance, divorce finances, divorce financial planning, divorce in 2018, divorce in Texas, New tax laws and divorce, preparing for divorce

Facing divorce? Don’t dread the holidays — prepare instead

December 12, 2017 By Patricia Barrett

If you are considering divorce in 2018, you are probably dreading the approaching holidays. Let's face it, no one wants to acknowledge marital discord when the theme is "joy" and "good cheer." As the New Year approaches, consider focusing now on preparation and planning for what lies ahead. Here are some steps you can take during the holidays that will lay the ground work for a more productive … [Read more...]

Filed Under: Articles, Blog, Divorce Planning, Divorce Planning, Financial Planning, Financial Planning Articles Tagged With: divorce financial planning, divorce in Texas, Divorce Planning

Four Ways to Get Divorced, Part 2 — Early Intervention or Cooperative Divorce Mediation

October 24, 2017 By Patricia Barrett

Traditional divorce and child custody processes are predominately adversarial in nature. In a typical "war-of-the-roses" divorce scenario, spouses each hire an attorney, and then a variety of expert consultants enter the fray on both sides to produce "dueling" business evaluations, financial analyses and/or custody evaluations. This type of divorce can go on for many months or even years, … [Read more...]

Filed Under: Divorce Mediation, Divorce Planning, Divorce Planning, Financial Planning, Financial Planning Articles Tagged With: cooperative divorce, divorce, divorce financial planning, divorce mediation, Divorce Planning

Hello clients, friends and colleagues! Goodbye Hurricane Harvey

September 7, 2017 By Patricia Barrett

I hope each of you came through Hurricane Harvey unscathed, but I know many of us did not. My heart goes out to those of you whose homes, cars and property were affected or destroyed by flood waters that blanketed the greater Houston area. I am one of the fortunate ones whose home was not flooded. Yet, like many of you, my daily life is still being affected by high water in many places to the … [Read more...]

Filed Under: Divorce Planning, Financial Planning

Research and reflect on divorce before you file

August 17, 2017 By Patricia Barrett

Still considering divorce, but not yet ready to file? In my experience, the most prepared couples who divorce, have reflected on the decision over many months or even years.  So, if you find yourself thinking about divorce, know that you are not alone. Yet, also realize that being stuck in between is nowhere to be either. Here are some questions from a psychotherapist to ask yourself if you are … [Read more...]

Filed Under: Divorce Planning, Divorce Planning, Financial Planning, Financial Planning Articles Tagged With: divorce finances, Divorce Planning, divorce process, filing for divorce

Watch for “Sudden Income Deficit Syndrome” if your soon-to-be Ex owns a business

August 6, 2017 By Patricia Barrett

My experience working with divorcing couples has taught me a few things. For one, I expect each spouse to focus on his and her own financial self-preservation, which is understandable. Quite often, though, the husband transitions into this mind-set long before the wife does -- sometimes even before the divorce papers have been filed. This can and does leave many women vulnerable to some financial … [Read more...]

Filed Under: Articles, Blog, Divorce Planning, Financial Planning, Financial Planning Articles

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From Our Blog

New Alimony Laws

Texas Alimony Law Now Much Less Restrictive In September, 2011 Texas alimony laws changed dramatically. In the past, alimony (often called spousal maintenance in Texas) was very restrictive. To … [Read More...]

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Information provided in this website is not meant to be construed as legal advice and does not necessarily predict decisions that will eventually be made by a court of law. It is strongly recommended that you consult competent legal advice if your divorce includes children or property issues.

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