Blog posts created by this author
Making a mistake when drafting a QDRO can be very costly for both you & your client. Here's advice for those wanting to know how to draft a flawless QDRO. Read more
Now that alimony is no longer tax deductible, family law professionals have to find new tax planning techniques to settle cases. Read more
Why bring your financial expert to divorce mediation? Demonstrating your case's strengths can be a game changer in a high-asset or financially complex case. Read more
A compelling courtroom strategy for divorce? Here's why this Divorce Financial Analyst takes his clients to family court to observe active cases. Read more
There are many ways to obscure & underreport income to the taxing authorities; reviewing tax returns can alert attorneys to the possibility of hidden income. Read more
Handled properly, succession planning can be a seamless process that keeps family relationships close – during the transition and long into the future. Read more
Valuing a business in isolation may cause you to miss key financial information; a 360-degree approach could yield radically different results. Read more
New laws include initiatives to root out financial elder abuse and exploitation – from financially abusive family members or criminals targetting the elderly. Read more
An ill-informed lawyer could cost a special-needs child their government benefits. Avoid these pitfalls when it comes to child support, trusts, and benefits. Read more
Financial advisors (or a collaborative financial team) rely on relationships with other professionals to deliver the best service to high-net-worth clients. Read more
