Equitable Divorce Solutions, LLC
Services for the Divorcing Client
Planning is an essential part of the divorce process.
Support is provided through all stages of your divorce.
STAGE I: Pre Divorce
STAGE II: Divorce settlement preparation and long-term planning
STAGE III: Divorce settlement analysis and negotiation
STAGE IV: Post Divorce
STAGE I: Pre-divorce
- Compile, organize and value assets (marital and separate)
- Analyze liabilities
- Prepare statements of net worth
- Perform lifestyle analysis
- Establish realistic budgets
- Determine immediate needs
Checklist for information & documents needed
Click to download
STAGE II: Divorce settlement preparation and long-term planning
- Discuss and prioritize goals
- Estimate future earnings potential
- Anticipate future expenses (obligations)
- Project retirement needs
- Determine insurance needs
STAGE III: Divorce settlement analysis and negotiation
Evaluate financial and tax implications of a proposed division of assets
- Compare after-tax asset sales
- Estimate maintenance needs and ability to pay
- Analyze long term cash flow and net worth
- Compare and evaluate settlement scenarios
- Determine maintenance/child support trade-offs
- Suggest alternative settlement proposals if necessary
- Project long term effects of financial settlement alternatives
- List pros and cons of various settlement options
- Before and after-tax analysis of property settlement (transfer and/or sale)
- Create personalized reports that illustrate current and future financial status
STAGE IV: Post Divorce
- Oversee the transfer and liquidation of assets
- Determine tax obligation pertaining to the sale of assets
- Discuss and prioritize financial goals
- Establish new budget and post divorce financial plan
- List and review changes to make after settlement is final (click here for more information).
- Recommend allied professionals
- Monitor implementation and results of new financial plan.
