Safeguarding Assets From an Ex-Spouse

29/11/2022 19 min Episodio 16
Safeguarding Assets From an Ex-Spouse

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Episode Synopsis

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.While divorce rates in the U.S. have generally been falling for some time, the sad fact is that many marriages don’t work out. On this episode of Path to Abundant Living, we’re examining ideas and options for protecting financial assets in the event that a marriage, yours or that of a loved one, ends in divorce.Timecodes:0:06 - Introduction and overview on the topic of the day1:50 - Divorce is an outcome that should be factored into wealth planning efforts3:17 - Misconceptions around prenups and planning ahead for them5:36 - How asset protection strategies vary from state to state6:48 - Transmutation risk8:50 - The prenuptial agreement 11:25 - What the typical prenup offers13:03 - Less complex strategies that you can implement15:50 - How you can get in touch with Matt and Scott 17:10 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

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