Resources

Separate Property Tracing Subtleties

Separate Property Tracing Subtleties

I was hired by an attorney and client, Husband, to review and rebut a Separate Property Tracing done for the Wife’s retirement plans. As I reviewed it and all the corresponding statements going back to 2010, it was immediately apparent that many statements were missing and not provided.

Stepping It Up

Stepping It Up

I had a really fun initial consultation yesterday. A gastroenterologist physician married to a nurse-anesthetist. Fall right into my ideal client avatar! The fun part was when I asked him how he heard of me.

The Magic of Time Blocking

The Magic of Time Blocking

How do you find the time to build your divorce business when you still have to manage your wealth practice? Time blocking will give you the structure needed to find the extra hours in your busy schedule.

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