The valuation of a financial advisor's book of business for a divorce settlement must be based on a proven methodology that brings appropriate perspective and rationality to the discussion
Eva Sachs discusses telltale signs that a couple may be considering divorce, and how advisors can persuade clients to share this information
Eva Sachs outlines options that advisors can share with clients navigating separation or divorce
Marriage and cohabitation agreements can protect each partner’s financial situation should the relationship break down
You can assist in adjusting their plans and offer perspective
Meet with both spouses first, and remain objective
The best way to help clients who are going through this difficult process is to provide calm, logical advice. You can help your clients organize their paperwork in preparation for seeing a divorce lawyer
When older clients decide to untie the knot, you can provide impartial, money-saving advice
Academy of Financial Divorce Specialists rolls out Perspectives
An ex-husband was prevented from purchasing life insurance because he was diagnosed and treated for cancer