Divorce Practice

As with every financial consideration we facilitate, clients considering or experiencing a divorce receive specialized care that reflects current circumstances and future vision. We assist clients in prioritizing their own specific needs for their changed lifestyle before, during, and after a divorce. According to the unique circumstances of each client, we provide financial advisory service for each and every stage.

We provide tools, strategies, and professional services to help clients make the necessary adjustments to continue life in a balanced and financially manageable fashion. We conduct regular reviews to ensure the investment plan is delivering the needed outcome. Our services include:

• Specialized portfolio analysis prior to divorce.
• Create detailed financial plans to assess financial needs.
• We adhere and plan according to agreed financial requirements in Separation Agreement.
• Reformulate individual objectives post-divorce.
• Create automated accounts for payments such as alimony, child support, or maintenance.
• Accurate record keeping.
• Properly structure assets as designated in a QTIP Trust for a second marriage.
• Education planning for children.

Cascade's expertise and understanding of the circumstances surrounding the event of a divorce can alleviate many of the financial concerns of clients. Our knowledge of investment assets and market environments, as well as our commitment to understanding each client individually, enables us to monitor the allocation and performance of assets in detail. As future life changes occur, we are ready and prepared to assist clients in modifying investment plans and incorporating those changes.