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In this episode, Jacqueline Roessler, CDFA®  and trust and estate planning attorney Kristen Gross discuss why it’s critical to get your estate in order as soon as the divorce is final. In this truly eye-opening episode, Kristen explains issues that can arise when estate planning is delayed after the divorce. Kristen also shares important information about pre-nuptial agreements used to preserve wealth after a divorce and how to keep separate money truly separate when you get remarried.  We will discuss:The importance of updating all beneficiary designations after a divorceThe importance of finalizing title changes on real estate transfers before death of either partyAddressing minor children’s needs after the divorce within your estate planHow to find the right estate planning attorney for your needsPre-nuptial contracts to preserve post-divorce wealth Resources:Find out more about Kristen Gross HEREContact Kristen Gross - Kristen@KRGlegal.comFind out how Pearl Planning assists post-divorce clients transition to a successful and purposeful post-divorce life HERE.Read, Is Time Running out on Getting Your Qualified Domestic Relations Order?Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
When a divorcing couple decides it’s time to sell their home, is it better to sell while the divorce is pending or after it’s final? What are current market conditions like for sellers in Michigan? How do realtors help mitigate conflicts that arise when they’re working as a neutral agent party for both clients? Jacki interviews realtor Jolene Jacobs of Jacobs Group Realty in Royal Oak, Michigan to get her expert opinion on these topics and more. You Will Learn: What should sellers expect in the Michigan housing market today?Reasons to sell your home while the divorce is still pendingDoes it matter if you use a realtor who is used to working with divorcing clients?Resources:Reach out to Jolene at https://www.jacobsgrouprealty.com/Email Jolene Jolene@Jacobsgrouprealty.comContact Jolene Jacobs at (248) 212-7493 Good Company/130 W. 5th Street, Royal Oak, MI 48067Book an appointment with Jacki Roessler to discuss pros and cons of keeping the marital home.Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your Pearl Planning account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Pearl Planning accounts; and, (3) a description of each comparative benchmark/index is available upon request.
In this episode, Melissa Fradenburg, CDFA and Jamie Wilkerson CPA, discuss the common tax issues and considerations in divorce. With over 20 years of experience as a CPA and experience going through her own divorce, Jamie knows there are a lot of financial changes through the process. While it can be daunting to face these changes, especially if you were not the one filing taxes in your marriage, our goal in this episode is to break down the main issues you should address if going through or recently divorced.We will discuss:·         How to determine your filing status?·         When do you get to claim children as dependents?·         What tax credits might you be eligible to get?·         How is spousal support taxed?Resources:·         Find out more about Jamie HERE.·         Contact Jamie Wilkerson HERE.·         Find out how Pearl Planning can help in the divorce process HERE.·         Read, Is Time Running out on Getting Your Qualified Domestic Relations Order?Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
The divorce is final and you’ve decided on your temporary (and maybe long-term) housing plan. Life Coach and Professional Organizer, Amelia Pleasant Kennedy shares some of her most valuable tips to help you with your post-divorce transitions whether they involve getting your house ready for sale, downsizing, organizing or simply creating a peaceful new space for your family. Guest: Amelia Pleasant Kennedy, Certified Deep Dive Life Coach + Professional OrganizerNAPO Michigan President 2021-23NAPO Awards + Recognition Chair, 2022-24443.691.4274 | www.apleasantsolution.comResources:Hashtag: #apleasantsolution IG / FB: @apleasantsolutionLinkedIn: https://www.linkedin.com/in/ameliapleasantkennedy/Website: www.apleasantsolution.comLinks are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
The first and most important piece of advice I have for every person considering, in the middle of and even after divorce is to create a monthly budget for yourself. Why is a budget so important? One important reason is that it’s a critical tool your attorney can use when advocating for you with respect to spousal support/alimony. It solidifies what your post-divorce financial needs will be.  However, the most important reason is that creating a budget is a powerful and eye-opening experience. People going through divorce are often operating in panic mode where it’s difficult to make decisions with the rational part of your brain.  Putting numbers to emotional wants (i.e. keeping the house, a pension, the kids in private school, etc..) takes you out of the emotions and into reality. We hope this episode helps you Embrace the B Word!  If you need help creating a budget or with analyzing your financial options during your divorce, schedule a consult with Jacki Roessler, CDFA at Pearl Planning. Book Consult Here.Resources:Jacki Roessler LinkedInAbout JackiBlog Posts by JackiPodcast Episode on Temporary Support with Attorney Max EmmerThe Value of a Divorce Financial AnalystLinks are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
The divorce is final and everyone wants to take a break from all things divorce-related. Yet, now is the right time for clients to immediately get started on their QDROS. What is a QDRO and why do you need one after your divorce? A QDRO (short for Qualified Domestic Relations Order) is a legal document (separate from your Judgment of Divorce) that transfers ownership from one spouse to the other in a qualified (i.e. employer sponsored) retirement plan-like a 401k or pension. The only way to transfer ownership of these types of assets is with a QDRO. Yet, many people are overwhelmed after the divorce and procrastinate getting their QDRO done. Dave Roessler, of Divorce Solutions, a Michigan QDRO preparation company https://www.divorcesolutionsllc.com/ shares his insight on why people wait and why waiting can be dangerous for the person waiting to receive the money. If you need help getting your QDRO forms completed, schedule a consult with Jacki Roessler, CDFA at Pearl Planning here https://calendly.com/jacki-divorceplanner/get-to-know-you?month=2022-07&back=1.Resources:Divorce Solutions, LLCQDROs PDFInformation about survivor benefits for spouses and beneficiariesIs Time Running out on Getting Your Qualified Domestic Relations Order?Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
How will market volatility affect your divorce settlement? Melissa Fradenburg, CDFA® and Jacki Roessler, CDFA® discuss what's behind current market ups and downs and how it could impact divorce settlements. Listen in for their best tips on how to navigate any rocky waters ahead. Resources:Will I Have Access to Money When I File for Divorce?Four Things To Do Now if You Got Divorced in 2021Episode 52: Tax Considerations in Divorce with Jamie Wilkerson MajniSet up a consultation with Jacki Roessler, CDFA HERESet up a consultation with Melissa Fradenburg, CDFA HEREFind out more about Pearl Planning HERELinks are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
How do you remove your ex-spouse’s name from the mortgage after the divorce? How do you know if you’ll qualify on your own for a mortgage after divorce? What happens if your ex-spouse doesn’t make the mortgage payments? These are questions that should be considered before you sign your Judgment of Divorce. In this episode, Carri Goldring, CDLP shares her top mortgage tips for divorcing men and women in Michigan.Guest: Carri Goldring- Mortgage Specialist, CDLP (Certified Divorce Lending Professional)Resources:https://www.uhm.com/cgoldring/https://www.linkedin.com/in/carri-goldring-cdlp/https://www.facebook.com/MortgageCarri/Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
Are you afraid to file for divorce because you don’t have access to marital funds? How will you pay your attorney’s retainer or pay the household expenses if your spouse moves out? In the episode, Michigan family law attorney, Max Emmer, will ease the fears many women (and men!) have when it comes to taking the first step in the divorce process.  Max shares some practical tips and mistakes to avoid. Resources: ·       Find out about Max Emmer Law Plc. ·       Read a blog, Will I Have Access to Money When I File for Divorce?·       Learn about Jacki Roessler and Pearl Planning. ·       Read a blog, Max Emmer Sits Down with Pearl Planning to Discuss Common Money Issues During Divorce. Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
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