Lifetime Planning

Patricia Barrett CPA

832-858-0099

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You are here: Home / Archives for Uncategorized

Civil service pensions and divorce

November 16, 2020 By Patricia Barrett

Civil service pensions and divorce

Retirement and pension plans can be the largest marital asset to divide in a divorce in terms of value. This is especially true in cases of long-term marriages. And equitably dividing these financial assets in a divorce can be quite complicated, depending on each couple's individual situation. For example, if one or both spouses in a divorce is a current or retired federal employee of the U.S. … [Read more...]

Filed Under: Blog, Divorce Planning, Uncategorized Tagged With: civil service pensions and divorce

During COVID-19, divorcing couples turn to Early Intervention Mediation

May 19, 2020 By Patricia Barrett

During COVID-19, divorcing couples turn to Early Intervention Mediation

As we continue to grapple with the COVID-19 pandemic and its grip on our nation, couples facing divorce have hit a road block as many family courts have been closed during the lockdown.  While Texas family courts are just beginning to open up electronically, cases in the queue are backing up rapidly. In addition, family law firms and staffs are still scrambling to stay operational during the … [Read more...]

Filed Under: Blog, Financial Planning, Uncategorized Tagged With: divorce financial planning, divorce mediation, early intervention mediation, I want a divorce, Texas divorce mediation

Finding hidden assets and debts in a divorce isn’t as spooky as you think

October 29, 2019 By Patricia Barrett

Finding hidden assets and debts in a divorce isn’t as spooky as you think

I am often asked to help divorcing individuals track down potential assets or debts of their spouses during a divorce. It can be an arduous job, sifting through piles of paper -- pouring over bank statements, credit cards bills, and tax records. In the past, I have had to rely primarily on traditional tools-of-the-trade and my own experience in order to sniff out hidden monies or debts, … [Read more...]

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

Long-term care insurance and divorce

September 17, 2019 By Patricia Barrett

Long-term care insurance and divorce

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, Financial Planning Articles, Uncategorized, Women's Issues for Divorce Tagged With: divorce and health insurance, divorce and long-term care, divorce financial planning, divorce in Texas, Divorce Planning, divorce settlement

Preparing financially for divorce will help avoid costly pitfalls

August 8, 2018 By Patricia Barrett

Preparing financially for divorce will help avoid costly pitfalls

Doing your financial homework before you file for divorce can help you avoid a host of potentially costly pitfalls. Learn all you can about the divorce laws in your state and consider engaging a team of experts to get you through. The timing your divorce may also play a role in the financial outcome of your divorce. Meeting with a Certified Divorce Financial Analyst, such as myself, also can … [Read more...]

Filed Under: Articles, Blog, Divorce Planning, Divorce Planning, Financial Planning, Financial Planning Articles, Uncategorized Tagged With: dividing pensions in divorce, divorce and insurance, divorce and retirement, divorce and tax laws, divorce finances, divorce financial planning, divorce in Texas

Hello clients, friends and colleagues! Goodbye #HurricaneHarvey!

September 6, 2017 By Patricia Barrett

Hello clients, friends and colleagues! Goodbye #HurricaneHarvey!

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: Uncategorized

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From Our Blog

QDRO – One Document That Can Rule Your Life

The Complete QDRO Handbook by Carrad PWBA Booklet: The Department of Labor, Pension and Welfare Benefits Administration, QDROs publishes a booklet entitled The Division of Pensions Through Qualified … [Read More...]

Lifetime Planning, LLC

10777 Westheimer, Suite 1100
Houston, Texas 77042
Phone: 832-858-0099

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Disclaimer

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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