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- Individuals/Families > Life's Main Events
Separation/Divorce
Already working with Transitions Wealth Strategies on your Financial Plan will simplify the implementation of changes that must be made due to this life changing event.
What strategic changes need to be looked after when a relationship breaks down?
Issues to be accommodated include...
- Wills and Powers of Attorney
- Separation and Divorce Agreements
- Tax Treatment – Support Payments
- Life and Disability Insurance – Support Agreements (PDF1)
- Family Law – Separation of Assets
- Joint Accounts
- Inheritances
- Beneficiary Changes
- Second Relationships
- Cash Flow planning; debt management
At Transitions Wealth Strategies, we integrate the changes to your Financial Plan necessitated by separation or divorce. We act as your personal guide and mentor to ensure that this change in your life is accommodated while ensuring your financial and life security.