Divorce Financial Planning

Financial problems can tear a marriage apart, and they are often the primary cause that
eventually leads to divorce. If a couple cannot solve their financial problems during the marriage,
then how will they be able to agree on financial issues during a divorce?
That's where I come in...

Divorce is devastating—not only to the individuals involved, but also to the children, family, friends, and employers of the divorcing couple. Divorce not only has a traumatic emotional impact, but a financial impact as well. 

Because of the financial complexity of many divorces, more and more financial professionals  (financial planners and accountants) are being asked to play an active role helping individuals and attorneys sort through the financial issues related to divorce. 

  • If you're going through divorce you're probably contemplating these financial questions:
  • ​How do we value our property?
  • Who gets what property?
  • What are the tax implications? 
  • How do we divide retirement funds and future pensions?
  • And so much more overwhelming questions!
I work with individuals and attorneys to:
  • Compile financial data, such as a list of assets, liabilities, income, expenses, taxes, and budget information that best meet the needs of the family. 
  • Prepare projections of proposed financial settlements, showing the short- and long-term effects on both parties. 
  • Present financial data and projected settlement options at the mediation or arbitration sessions. 
  • Prepare and present additional options as a result of the mediation or arbitration sessions. 
  • ​Has knowledge about the legal issues in divorce.
  • ​Is trained to interview clients on financial matters

I’m a Certified Divorce Financial Analyst (CDFA) professional with an accounting background. I become apart of the divorce team and provides litigation support for the attorney and client financial issues, knowledgeable regarding specific tax laws that apply to divorcing couples and brings an innovative and creative approach to settling cases. 

Our Process:

Set up an Appointment

Fill out the Intake Form

Download Free Divorce Resources

Frequently Asked Questions

If my spouse and I agree on how we should divide our property, do we have to rely on equitable distribution laws?
No. A court will only engage in equitable distribution if a divorcing couple is unable to negotiate a property settlement. If a couple is able to agree on how to divide a portion of their estate, but not the entire estate, the court will step in to distribute the undivided portion.
Is all property subject to equitable distribution?
No. Equitable distribution applies only to marital property. Marital property is all property acquired during the marriage. Marital property does not include, however, property obtained during marriage by gift, bequest, devise or descent, or property otherwise provided for in a written agreement. Such property, along with any assets acquired before or after marriage, is considered the separate property of the acquiring spouse.
Are gifts given to me by my spouse during marriage considered my separate property?
No. While gifts given to one spouse by a third party are considered that spouse's separate property, gifts given by one spouse to another spouse are considered marital property subject to the laws of equitable distribution.
Does equitable distribution mean that a court divides marital property equally?
No. An equitable division of marital property is not always an equal division. Rather, the court will divide property between spouses in a way that it considers fair. In most cases, a fair division will be an equal (50/50) division. In other cases, however, the judge may decide to award one spouse a greater percentage of the marital property.
My spouse was unfaithful to me. Will a court consider this and award me a greater percentage of our marital property?
No. A court typically will not consider adultery, alcohol and drug abuse, domestic violence, or involvement in other criminal activities when making an equitable distribution of marital property. A spouse's behavior will be relevant, however, if it impacts the couple's finances. Thus, a spouse who is caught hiding or fraudulently transferring marital assets may be awarded a smaller percentage of the couple's estate
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Hi I'm         
Jeremy Jackson
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