Our Services & Forms

 

 

  Our Divorce Planning Services

 

 

For individuals divorcing in Florida, we can assist you with the following services in person or working remotely via telephonic or online communications:

 

 

 

  • Pre-Divorce Financial Counseling and Planning -  help one or both spouses get more comfortable with their new financial responsibilities.
  • Equitable Settlement Solutions - quantify and visualize what you feel is a fair settlement.
  • Future Value and Income Projections - plan future income streams generated by your assets.
  • Retirement Plan Withdrawals - will you need to withdraw funds from retirement assets for financial needs today? Careful planning may help you make better decisions pertaining to taxes and early withdrawal penalties.
  • 401(k) and IRA Issues - struggling with how to split these dollars and deal with tax issues? Let us help you understand your options.
  • Pension and Employee Benefits Valuation - put a dollar value on these assets today so you can negotiate a fair division of future assets.
  • QDRO Preparation and Drafting -  ensure you get your portion of the assets and minimize any taxes or penalties. Our QDRO services include a financial consultation to help clients make the most beneficial use of these assets today and in the future.
  • Expert Witness Services for Divorce Proceedings - for those cases that do go to trial
  • Post-Divorce Financial Planning and Investment Solution -  After divorce, significant assets are often put in the hands of a spouse who is not used to dealing with money. Maximize your financial situation so you can live the best financial future possible.

     

              Appointment Forms 

    Please use the following documents for Divorce Financial Planning appointments with us.

    You may click the link to open the document on your computer now (in a separate window). Or, to save the document file, right-click and choose "Save Target As...", then name the file and click "Save".

    Confidential Financial Profile - Print and Complete - PDF document. This file may be printed and completed by hand.

    Household Budget Worksheet - Complete on Computer with Microsoft Excel- This file may be completed online and will total the different sections for you, as well as calculate discretionary income and debt/income ratios. You must have MS Excel software to use this worksheet.

    Household Budget Worksheet - Print and Complete Version- PDF document. This file may be printed and completed by hand.     
           

     

     

     

     

     

     

     

     

     

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