Financial Planning

Clock is Ticking on Bush-Era “Underwater Properties” Taxable Income Exemption

By Loretta Hutchinson: The “Mortgage Forgiveness Debt Relief Act and Debt Cancellation” is set to expire at the end of 2012 as part of the Bush-era tax cuts. If your clients are considering the sale of an “underwater” residence, they have a short window to qualify for this debt forgiveness exemption.

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Divorced Women Rebound Faster, but Stay in Poverty Longer

By Brendan Lyle: After Divorce, Women Rebound Faster but Stay in Poverty Longer. Divorce funding can provide the funding bridge that some divorcing spouses need.

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Top 10 Signs Your Client Needs a Divorce Financial Professional

By Bryan J. Koslow: With the growing popularity of Alternative Dispute Resolution such as Mediation and Collaborative Divorce, the use of specially trained professionals is becoming more common. This list identifies 10 signs that you should consider utilizing a Divorce Financial Professional in your case.

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Why Would a Matrimonial Attorney Hire a Certified Divorce Financial Analyst?

By Jo Ann Thibault: When you have financial issues that need to be spotted and resolved during a divorce or separation, you should seek the services of someone that specializes in not just finance, but the finance of divorce.

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A Look at Common Post-Divorce Financial Pitfalls

By Justin Reckers: Some of the points you negotiate for your clients could have far-reaching negative consequences. Here’s a discussion of a few common pitfalls regarding named beneficiaries on retirement accounts during and after divorce.

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Top 10 Critical Financial Errors in Divorce

By Justin A. Reckers: The Institute for Divorce Financial Analysts™ (IDFA) recently asked members across the country to share the worst financial mistakes they’ve seen in their practices. After receiving more than 80 replies, here are the top ten

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The Top 10 Life Insurance Issues in Divorce

Life insurance is a commonly used product, but most people know very little about its intricacies. Here are 10 things to you should consider when dealing with life insurance in a divorce proceeding.

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Estate Planning for Non-traditional Couples: Part 1of 3

Although the majority of estate plans created by practitioners will contemplate marriage between the settlor and a person of the opposite sex, life and the practice of law in the 21st century dictate that not all of those who seek the services of estate planning specialists and other estate and probate professionals will fit that mold.

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Estate Planning for Non-traditional Couples: Part 2 of 3

Estate Planning for couples who have neither married nor registered as Domestic Partners.

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Pre- and Post-Retirement Plan Benefits

The division of qualified defined benefit plans requires a working knowledge of the benefits provided by the plans. The following is a brief discussion of the different types of benefits provided by the various qualified defined benefit plans.

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