Back to Marital Financial Planning Insights Getting Divorced? Make Sure You Ask the Right Questions Mariella Foley December 1, 2022
Meet The Author Mariella Foley Partner Mariella Foley is a Partner in the New Jersey office, where she has over 25 years of experience in the financial services industry providing personalized... Learn More
Estate Planning Strategies to Help Your Child Buy a HomeHow to Help Your Adult Kids Buy a Home. Each strategy can have major estate, tax and family dynamic implications. Here are several different strategies…
Financial Planning Splitting Retirement Accounts in DivorceWhen going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any…
Financial Planning Dividing Retirement Assets in Divorce With a Qualified Domestic Relations OrderRetirement assets are an important issue in any divorce proceeding. After the marital home, retirement assets often represent the largest category of marital assets to…
Financial Planning Top 7 Financial To-Dos After a DivorceYou have just signed your divorce papers, and you are now ready to put all the stress of the long and complicated process behind you.…
Financial Planning Staying in the Marital Home After Divorce: Emotions vs. EconomicsAs someone contemplates divorce, one of the most common concerns, after custody of the children, is whether either spouse will be able to continue living…
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…