Wealthy After Divorce

Ep. 9: Estate Planning After Divorce with Attorney Kristen Gross

September 29, 2022 Melissa Fradenburg, CDFA® and Jacki Roessler, CDFA® Season 1 Episode 9
Wealthy After Divorce
Ep. 9: Estate Planning After Divorce with Attorney Kristen Gross
Show Notes Chapter Markers

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 divorce
  • The importance of finalizing title changes on real estate transfers before death of either party
  • Addressing minor children’s needs after the divorce within your estate plan
  • How to find the right estate planning attorney for your needs
  • Pre-nuptial contracts to preserve post-divorce wealth
     

Resources:

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.

Does the Divorce Decree itself automatically revise some estate plans?
Reasons NOT to procrastinate completing real estate transfers
Biggest estate planning oversights after the divorce
Minor children; guardianship and financial provisions to protect children
Importance of implementing the Trust and why people struggle with this important step
All about Pre-Nups