Consideration is given to working with the full team of attorneys and others in advising about revocable and irrevocable trusts, health-care proxies, college financing techniques, and planning for the unique problems of special client circumstances. Back to Top PP 703 Marriage, Separation and Divorce Covers marriage history and background, ante- nuptial agreements, and successive marriages. Time is spent considering the special concerns about support obligations, the battered wife problem, and criminal remedies. Topics include the legal disabilities of minors as well as the care, education and supervision of children. Personal financial planning cases are examined to improve understanding about marriage breakdown, division of property, alimony and child support.
Special emphasis is placed on the federal tax aspects of separation and divorce.
A thorough analysis of all facets of mutual fund investing is undertaken. Rating services and newsletters are reviewed. Matching funds with client goals, ongoing portfolio realignment, and risk management are emphasized. Personal financial planners will construct portfolios of mutual funds for hypothetical clients. Back to Top PP 705 Elder Planning Encompasses legal and financial planning for the aging or incapacitated client.