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Divorce Planning

Helping you navigate a major life transition

Going through a divorce is an emotionally challenging time that comes with a wide range of complexities. We’re here to help you manage the financial side of the transition so you can take the time to focus on yourself.

Why RWA Wealth Partners?

Our comprehensive service model includes financial, tax and legal support, so we are uniquely positioned to help you navigate the complicated logistics of divorce. We will support you through every step of the process from planning for your new financial circumstances to updating your estate.

Divorce is a major life transition that comes with significant financial and emotional complexities. Let us help you navigate those challenges and move toward the next chapter of your life in the right way. Here’s how we can support you:

Services for you

  • Document gathering support
  • Budgeting and forecasting
  • Advanced wealth planning
  • Investment management
  • Tax planning, estate, trust and legacy planning
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Our objective is to craft an employee experience that mirrors our client experience—one defined by respect, collaboration and a shared commitment to the loftiest human ideals.

Tim Clift

Chief Investment Officer

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Helping you start the next chapter the right way

Divorce is challenging, but it can also be an opportunity to reset your financial life and start a new chapter in a positive way. Here’s how we help.

Financial Planning

Many factors need to be accounted for in your long-term financial plan, including whether you will be receiving or paying alimony, how your shared assets are divided, and even how your regular expenses will change now that you’re responsible for your own household.

 

We’re here to help you get your new financial situation in order today so you can plan for the future.

Taxes*

Whether you used to file jointly or separately, divorce can lead to a more complicated picture for your taxes.

 

We will help bring clarity to your tax situation post-divorce, including helping you manage any tax burdens related to asset transfers, settlements and changes to your income.

Estate Planning

A transition like divorce can also have a material impact on your estate and legacy planning.

 

Our estate, trust and legacy team will help make sure that everything is updated to reflect your new situation. This may include updating your beneficiaries and adjusting your will to account for your post-divorce assets.

Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. *Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC. Legal services may be obtained through a separate, written engagement via our relationship with Hall & Diana LLC. Always consult a licensed attorney, tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs.

Ready to experience the human
side of wealth™?

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