Our priority is to help clients understand their financial options and make informed decisions throughout the divorce process. We act as advocates for our client’s, ensuring their short-term needs can be met, as well as providing a strategy for their long-term financial security.
Implementing a risk management strategy to protect your assets is an integral part of any comprehensive plan. Our advisors partner with you to identify appropriate coverage amounts to support your goals. At Glass Jacobson, our loyalty is to our clients and not to an insurance company.
Helping Individuals, Family Attorneys and Mediators Navigate the Financial Challenges of Divorce
Why You Should Work With a CDFA®
Ending a marriage is complicated and financial issues need to be resolved. A Certified Divorce Financial Analyst® understands the tax implications to asset division strategies and structuring spousal support payments. A CDFA® will assess resources for future living expenses and determine the short and long-term impact of marital separation terms at a time when clarity is needed.
Depend on Experience
The Glass Jacobson Divorce Advisory Group is comprised of Certified Divorce Financial Analysts®, tax planners, forensic accounting professionals, and certified valuation specialists.
Glass Jacobson’s Divorce Advisory Can Help
Consider tax implications when dividing assets, especially retirement accounts.
Structure spousal support payments to recognize and address tax ramifications.
Calculate whether clients have sufficient resources to maintain their lifestyle.
Provide expert witness testimony.
Determine the value of a business when it is part of the separation agreement.
Assist legal counsel and mediators as a finance and tax resource.
Coordinate the collection and analysis of financial documentation.
Forensic accounting of financial accounts not disclosed to aggrieved spouse.
Reset financial well-being through wealth management services.
PDF FOR ATTORNEYS & MEDIATORS
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