Post-Election Income Tax Planning for Divorce and Beyond
Post Election Income Tax Planning for Divorce might mean selling some appreciated assets such as stock positions or real estate in order to lock in the 15% capital gains rate and avoid the 3.9%...
View ArticleHead of Household Filing Status Strategy for Divorce
Head of Household Filing Status Strategy for Divorce - Head of Household (HOH) filing status comes with tax brackets identical to those available to the Married Filing Jointly scenario but also allows...
View ArticleFinancial Crisis Still Causing Complications in Finances of Divorce
Four years later we are still encountering financial complications of our 2008-2009 financial crisis in divorce proceedings. Here are three complications to watch out for.
View ArticleFiscal Cliff Divorce Financial Planning
It is common to have a year-end push to finalize divorces for financial and emotional reasons. In 2012 we have an especially important set of divorce financial planning considerations to consider given...
View ArticleHow Does Spousal Support Affect My Social Security Retirement Benefits?
From time to time we are involved in a divorce with an individual or couple who is already receiving Social Security benefits. It is important to consider the affect of spousal support payments on...
View ArticleNew Year’s Resolution – Divorce
At Pacific Divorce Management we realize Divorce is often a side effect of New Year’s resolutions. These resolutions might include finding happiness, taking better care of yourself, ending the negative...
View ArticleConcentrated Stock Holdings During Divorce
We have many clients with significant wealth tied up in the stock of their employers. During Divorce Financial Planning it may become necessary to create liquidity to pay fees, facilitate an...
View ArticleNew Tax Laws May Affect Your Divorce Financial Planning
The fiscal cliff compromise extends the majority of tax cuts that were scheduled to expire at the end of 2012, in addition to retroactively reinstating some rules that had expired in 2011. The...
View ArticleNegotiating Against Yourself in Divorce
We are starting to notice a few Divorce Financial Planning trends in 2013 and will write about a couple over the next few weeks. The first trend is what we call Negotiating Against Yourself....
View ArticleHow to Value a Home for Divorce
Almost every Divorce Financial Planning client we encounter has a home that will play a key role in their financial negotiations. As time goes by, and real estate markets fluctuate, we are seeing less...
View ArticleNavigating Divorce Mediation – How to Manage the Process for Clients
Clarity about process in Divorce Mediation is absolutely mandatory for success. The concept of Divorce Mediation has proliferated in America in the last thirty years as divorcing parties have realized...
View ArticleDefense of Marriage Act (DOMA) and Divorce
The Supreme Court Decision on the Defense of Marriage Act is expected this week and many family law professionals are anxiously awaiting the decision. As it stands today the Defense of Marriage Act...
View ArticleDefense of Marriage Act Ruled Unconstitutional – Same-Sex Marriage Legal in...
The Supreme Court has found the Federal Defense of Marriage Act (DOMA) to be unconstitutional in all states where the state allows same-sex marriage. Same-sex couples now have equal rights to those of...
View ArticleNavigating Divorce Mediation – Divorce Mediation Defined
Divorce mediation is a confidential, non-binding process in which a trained mediator facilitates communication between disputants and assists parties in reaching a mutually acceptable resolution of all...
View ArticleHousing Prices About to Get Crushed in Southern California?
Our Divorce Financial Planning business offers an interesting insight into the real estate markets of our communities. We see more homes bought and sold by our clients than all but the top 2% of...
View ArticleFinancial Disagreements are the Most Common Conflict Leading to Divorce
Over the years of my efforts to master the financial intricacies of divorce and post-divorce transition I have often found myself interested in the emotions underlying my client’s financial...
View ArticleDivorce Mediation – The Balance of Power
Divorce Mediation is a process that requires transparency, equality and a level playing field in order to facilitate a successful resolution. Balance of Power It is common for one party to hold all...
View ArticleFalse Alarms Over Social Security for Divorced
Every divorce requires an understanding of Social Security retirement benefits in order to prepare an adequate understanding of an individual’s long term financial picture. The rules are complicated as...
View ArticleMilitary Divorce Rate on Downward Swing
A recent Rand Corp. study has found a direct correlation between frequency and duration of deployments and the likelihood of a military marriage ending in divorce. Read more at Marine Corps Times web...
View ArticleShould I Sell Interest in Family Business in Divorce?
America is a country built on the backs of small business owners and entrepreneurs. When these small business owners and entrepreneurs are a married couple the business is simultaneously the largest...
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