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7 Significant Life Events We Help Our Clients Navigate

The way we see things, the work doesn’t stop just because we’ve helped our clients tackle the problems that brought them to our door. We’re always looking for ways to add value to our clients’ lives. And sometimes, the best thing we can do is be there during those important life events when they need us the most. Here are 7 examples of those significant life events that we help our clients with.

Estate Planning Investment Planning Divorce Planning Retirement Planning
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What Happens to My Child’s 529 Plan in a Divorce?

In many divorces, parents spend a lot of their time negotiating the terms of equitable distribution of their assets and spousal support. Because child support terms are largely dictated by state law, there’s not as much deliberation in that area. And caught in the middle are things like 529 plans, which are assumed to be the ‘child’s’ asset, but are in fact usually the asset of one of the parents. Not accounting for this in a divorce might lead to unfortunate consequences down the road, even for the most well-intentioned families.

Estate Planning Investment Planning Divorce Planning
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5 Financial Benefits To A Collaborative Divorce

Divorce is difficult, and it can be very stressful. However, if you and your soon-to-be ex are parting on decent terms, collaborative divorce might be a way to facilitate the divorce process so you can move on. While collaborative divorce might not be the right answer in every situation, there are five financial benefits worth considering before going through the traditional process.

Divorce Planning
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