For attorneys
We work closely to assist Family Law Attorneys with the proper valuation and actual division of assets in sophisticated divorces or prenuptial agreements. When it’s more than just stocks and bonds, we can help with the intricacies of stock options, grants, warrants, complex insurance products, and annuities. Annuities, in particular, are very common and quite difficult to properly value and divide. We also closely coordinate Estate Planning Attorneys so that trusts are properly opened and funded in a timely manner. We often help to ensure that beneficiaries are listed in accordance with the client’s legal documents and help guide the client to the Estate Planning Attorney for codicils and other plan updates.