Divorce Capital Planning provides a variety of services to support you and your attorney, including:
Gathering Your Information
Budgeting & Cash Flow Analysis
Analysis of Settlement Options
Risk Management & Asset Protection
As circumstances change, so do your needs. We conduct a comprehensive review to ensure your existing insurance coverage is cost-effective and structured properly to meet your new objectives.
We assist you in obtaining guaranteed security to protect against the potential loss of spousal and child support due to the unforeseen death or disability of your ex-spouse. We also help with the administrative issues that often accompany changing family dynamics, such as changing beneficiary designations.
Estate Planning & Wealth Transfer
It is critical to reevaluate and modify your estate plan to ensure it reflects your post-divorce wishes. Areas to consider include trusts, change of beneficiary, advanced directives, power of attorney and more.
Estate taxes can quickly erode the wealth you have worked all your life to create. Working in concert with tax and legal advisors, we develop strategies to properly structure and effectively transfer wealth to your heirs and the charities you wish to support.
Stock Option Analysis
Equity-based compensation can represent a significant portion of a family’s wealth, particularly if your spouse is a highly compensated executive. These compensation packages can be complex and mistakes can be extremely costly. Therefore, it is essential to understand the nuances involved in the valuation, transfer, and liquidation of stock options.
At Divorce Capital Planning, we help you see the big picture and guide you through the pitfalls and blind spots when negotiating a settlement that includes executive equity compensation. There are a number of factors to consider, including the types of stock options involved, grant strike price, transaction costs, expiration dates, and tax effects. We offer detailed analytical tools and advanced planning strategies with regards to stock options, restricted stock, and stock appreciation rights.
Our sister company, Capital Planning Partners, offers comprehensive investment advisory and wealth management services to assist you as you move on to the next phase of your life:
- Investment portfolio management
- Stock option planning
- Estate & wealth transfer strategies
- Life insurance planning
- Executive compensation
- Business succession & exit planning
Learn more at www.CapitalPlanningPartners.com