Divorce Planning

Empower your fresh start with well-prepared divorce planning.

Empower your fresh start with well-prepared divorce planning.

Navigate your divorce with confidence. Our expert planning services provide clarity, security, and a path to a fresh start.

Discover Divorce Planning at Global Advisers

Our divorce planning services provide critical financial guidance through the complexities of marital dissolution, ensuring clients navigate the process with strategic foresight and protection of their financial interests. Expert advisors offer tailored advice on asset division, retirement account distribution, and tax implications, aiming to secure a financially equitable outcome. These services encompass budget restructuring, future financial planning, and negotiation support, addressing immediate financial concerns while laying the groundwork for long-term stability. By integrating legal and financial expertise, divorce planning services empower clients to make informed decisions, facilitating a transition to financial independence with clarity and confidence.

Discover Estate Planning at Global Advisers

Where we add value

We assist clients with estate planning through a variety of services that help ensure their financial assets are managed and distributed according to their wishes, while also seeking to minimize tax liabilities and legal complications. Here are some key ways we contribute to estate planning:

  • 1
    Asset Assessment and Valuation: We provide a comprehensive evaluation of your assets, including investments, real estate, and retirement accounts, to ensure an equitable division.
  • 2
    Financial Strategy Development: We help you develop a strategic financial plan for post-divorce life, including budgeting, savings, and investment strategies tailored to your new financial situation.
  • 3
    Retirement Account Division: We offer guidance on splitting retirement accounts, such as 401(k)s and IRAs, using Qualified Domestic Relations Orders (QDROs) to avoid penalties and ensure fair distribution.
  • 4
    Tax Implications Analysis: We analyze the tax implications of asset division and alimony payments, advising you on strategies to minimize tax liabilities.
  • 5
    Insurance Review and Adjustments: We review and recommend adjustments to life, health, and disability insurance policies to reflect changes in marital status and financial responsibilities.
  • 6
    Debt Management: We assist in managing and dividing marital debt, providing strategies to protect credit scores and ensure financial stability.
  • 7
    Investment Portfolio Rebalancing: Post-divorce, we help you reassess and rebalance your investment portfolios to align with your revised financial goals and risk tolerance.
  • 8
    Estate Planning Revisions: We help you update your estate planning documents, including wills, trusts, and beneficiary designations, to reflect your new circumstances.
  • 9
    Long-Term Financial Planning: We provide long-term financial planning services, helping you set and achieve financial goals post-divorce, including retirement planning and wealth accumulation.
  • 10
    Emotional and Financial Support: By offering empathetic support and clear financial guidance, we help you make informed decisions during a stressful period, ensuring you emerge from divorce proceedings with a solid foundation for your financial future.

We play a crucial role in guiding clients through the intricate process of divorce planning, striving to protect their financial interests and ensure a stable future in the most effective manner possible.

Divorce planning services are designed to help individuals navigate the financial complexities of divorce, ensuring a transition that protects their financial well-being. These services typically include:

  • Financial Analysis and Inventory: Assessment of the couple’s financial assets, liabilities, income, and expenses to establish a clear financial picture.
  • Asset Division Strategy: Guidance on the equitable division of assets including real estate, investments, retirement accounts, and personal property, considering tax implications and future value.
  • Budgeting for Post-Divorce Life: Assistance in creating a realistic budget that accounts for single-income living, including adjustments to spending habits and savings goals.
  • Retirement Account Division: Advice on the division of retirement assets, including the use of Qualified Domestic Relations Orders (QDROs) to split pensions and 401(k)s without penalty.
  • Spousal and Child Support Planning: Calculations and negotiations support for spousal and child support, ensuring fairness and sustainability.
  • Tax Implications Analysis: Exploration of the tax consequences of divorce, including filing status changes, asset transfers, and alimony payments.
  • Insurance Needs Assessment: Review of life, health, and disability insurance needs post-divorce to ensure adequate coverage.
  • Credit and Debt Management: Strategies for managing joint debt and protecting credit scores during and after the divorce process.
  • Estate Plan Revisions: Updates to wills, trusts, powers of attorney, and healthcare directives to reflect changes in marital status and beneficiary preferences.
  • Post-Divorce Financial Planning: Long-term financial planning to rebuild and secure financial stability after divorce, including investment advice and retirement planning.
college planning

Planning a fresh start, navigating divorce with confidence.

Planning a fresh start, navigating divorce with confidence.

We advise on two guided paths for divorce planning.

Strategic Asset Division

We help value assets and guide fair division, minimizing risks for a stable post-divorce financial future.

Post-Divorce Planning

Strategies that ensure a smooth transition to independence through budgeting and asset management.