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.

Want new articles before they get published?

Subscribe to get our blogs HOT OFF THE PRESS!

You have Successfully Subscribed!

Talk to us today to discover the right solution for your specific situation.

Whether you just received your CDFA® accredidation, or you are ready to take your business to the next level, let's get started today!

We will contact you shortly to learn more about your business, and get you setup with the right support that meets your business needs.

Start Using Your Personal Retainer Agreement Template Today!

This is your ready-to-brand Retainer Agreement. When that first client is ready to hire you, you’ll have what you need to for a successful engagement.

Check your email!