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Marital Status Change

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Divorce is hard.
Sorting out the legal and financial hurdles doesn't have to be.

We perform a financial analysis of the divorce decree to protect your interests.

We perform a financial analysis of the divorce decree to protect your interests.

You're not alone. We'll help you restart a secure financial future.

Frequently Asked Questions

Divorce attorneys are not accountants nor wealth advisors. Schedule a complimentary consultation, and we’ll help to make sure your divorce decree includes tax savings and investment potential, to protect your long term interests.

Some property is considered jointly owned while other property, like an inheritance given to one spouse, may be separately owned.

In your complimentary consultation, we can list the ownership of your assets, and discuss how to best execute and protect any transfer. 

A pension earned during a marriage is considered a joint asset that can be divided at the time of a divorce.

Schedule a complimentary consultation, and we’ll dive into your retirement accounts and pensions to help determine the best options for your situation.

Your marital status at the end of the year determines how you file your taxes.

If you’re the custodial parent for you children you may qualify for the favorable head of household tax status.

At our firm, we can help you cover these and many other significant tax opportunities that are often overlooked in divorce.

Get financial advice from professionals. Close joint accounts. Stay focused on finances. Keep track of income and expenses. Open a separate checking account. Create a budget. Update your records. Begin establishing your own credit. Decide if you’re going to change your name.

Schedule a complimentary consultation, and we’ll go over these points and numerous others to help you plan and see your financial future.

Marital Status Change

Schedule a complimentary consultation to discuss your specific situation with seasoned CPAs, attorneys, and advisors at no cost to you.

Submit your contact information below. We will reach out to schedule a time with you.

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Wealth Advisors help grow your assets through wise investments
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*Advisory services are offered by Wealth Management CPAs, LLC an SEC Investment Advisor.

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  • Tax Preparation
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*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.

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