Divorce Issues in Financial Planning*

There are financial issues that planners need to understand when working with clients in the midst of divorce. We'll look at financial and tax concerns, addressing these without practicing law, ethics in working with an existing client couple who goes through divorce, and what planners can do to help without violating those ethics. We'll also touch briefly on the practice management issues of incorporating divorce consulting into a practice.

Learning Objectives:

1. Understanding financial issues specific to clients in the midst of divorce
2. Ethical issues when financial planning clients go through divorce
3. Understanding how financial planning and legal settlements might interact.