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04.21.2022 - Divorce

Attendees Rating:

Excellent (90%)
Average (10%)
Below Average (0%)

Comments
Here are comments from listeners:

Adding details to the QDRO as to the valuation date is important. Being specific with details in the divorce paperwork is needed. For example, when a home has to be listed for sale and conditions tied to it.
- Maressa

Annuities not divorce friendly. Courts still consider Equity (vs Equality)
- Nandi

I learned a bit more about mortgage/housing assets and insurance product scenarios.
- Curtis

Keep all bank/brokerage statements from the year you got married. Check to make sure annuities can be divided.
- Maria

Reverse mortgage can be a versatile tool for retirement and divorce planning when clients need cash. Need to be aware of automatic revocation and its implications on beneficiaries of insurance policies.
- Xuejing

RULES on dividing assets was VERY good to know
- Gerard

Tom Dickson

Tue, 05/03/2022 - 08:10

Comments
Another great webinar from Carla and Diane!
Key Factors to Consider with any Divorce
Presented by Diane Pearson, CDFA and Carla Donnelly, Esq.
Diane Pearson

This program featured family law attorney Carla Donnelly and financial planner Diane Pearson, CDFA for a review of key factors that anyone going through a divorce should consider. These include the division of assets and debt, the handling of alimony and child support, tax problems, and post-divorce planning.

Attendees Comments:

Here are comments from listeners:

Adding details to the QDRO as to the valuation date is important. Being specific with details in the divorce paperwork is needed. For example, when a home has to be listed for sale and conditions tied to it.
- Maressa

Annuities not divorce friendly. Courts still consider Equity (vs Equality)
- Nandi

I learned a bit more about mortgage/housing assets and insurance product scenarios.
- Curtis

Keep all bank/brokerage statements from the year you got married. Check to make sure annuities can be divided.
- Maria

Reverse mortgage can be a versatile tool for retirement and divorce planning when clients need cash. Need to be aware of automatic revocation and its implications on beneficiaries of insurance policies.
- Xuejing

RULES on dividing assets was VERY good to know
- Gerard
Another great webinar from Carla and Diane!