LifeCycles Of Wealth Accumulation
Trilogy Financial Irvine Office
2601 Main St, Suite 200, Irvine, CA 92614
A young professional couple grows their incomes and wealth, gradually over time they grow apart, and ultimately get a legal separation. We will discuss what needs to be done with their Family Trust and the courts (divorce) as well as how to adjust financially moving forward.
Key Topics Include:
- Financial Planning
- What is your "Financial House"?
- Re-evaluation of current financial situations after the divorce
- What it takes to get back on track & how to get there
· General discussion about the impact of a living trust on divorce proceedings
· Discussion of community and separate property
· Discussion of spousal support
- Estate Planning
· Who should do the planning
· Elements of fundamental estate planning
· Estate tax, gift tax and property tax issues to consider
*Robert Farzad and Paula Clarkson are not affiliated with Trilogy or LPL Financial.