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Our firm does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. The information provided herein is obtained from sources believed to be reliable; but no representation or warranty is made as to its accuracy or completeness.

Financial Fidelity

May 26, 2016 by Romy Brown

We enjoyed this article by Sarah Skidmore Sell, discussing financial fidelity and the importance of being honest about finances in your marriage.  We hope you enjoy it as well. To Love, Honor and Share a Credit Card Statement

Filed Under: Divorce Financial Planning Tagged With: Divorce, Divorce Financial Planning, Pacific Divorce Management

Tracing Assets and Income in Divorce

May 19, 2016 by Romy Brown

The exercise of tracing where the money came from is fundamental to a proper characterization and division of the community estate in a divorce. Spouses often commingle and use their separate and community property funds interchangeably with little thought to the consequences of their laissez-fare attitude. People who once paid no attention will demand accountability […]

Filed Under: Divorce Financial Planning, High Net Worth Divorce Tagged With: Divorce, Divorce Financial Planning, Fiduciary Duty, Pacific Divorce Management, Tracing

Irrevocable Life Insurance Trusts in Divorce

May 12, 2016 by Romy Brown

Life insurance plays a very important part in many estate plans, but proper ownership or title is critical. Many people are not aware that if you are the owner of a policy on your own life, and in the unfortunate circumstance of your passing, the death benefit is included in your taxable estate. If you […]

Filed Under: Divorce Financial Planning, Life Insurance Tagged With: Divorce, Divorce Financial Planning, Life Insurance, Pacific Divorce Management

Free Divorce Options Workshop — Saturday, May 7th

April 26, 2016 by Romy Brown

Led by volunteer attorneys, financial specialists, and mental health professionals who are members of the Collaborative Family Law Group of San Diego, this free workshop, which is hosted the first Saturday of every month, will cover the full range of choices couples have as they contemplate divorce, focusing on the non-adversarial, out-of-court options. For more […]

Filed Under: Divorce Financial Planning, Divorce Mediation Tagged With: Divorce, Divorce Financial Planning, Divorce Help, Divorce Mediation

Social Security – The Ten Year Rule in Divorce

April 21, 2016 by Romy Brown

Social Security spousal benefits are an often mis-understood complication in Divorce Financial Planning. A divorced individual can receive spousal (derivative) benefits based on the work record of their former spouse if the marriage lasted 10 years or longer. This is an important asset in long term marriages where one spouse did not work outside the home […]

Filed Under: Divorce Financial Planning, Social Security Tagged With: Divorce, Divorce Financial Planning, Pacific Divorce Management, Social Security, Taxes & Divorce

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