Join Estate Planning Attorney Shannon P. McNulty in collaboration with special guests Tracy Young and Susan Bernstein for this engaging discussion for divorcing spouses.
Whether you’re facing financial uncertainties, legal complexities, or emotional challenges during a divorce, this webinar helps you outline key strategies to protect your assets and ensure your children’s future.
Gain the knowledge and support you need to navigate this challenging time with clarity and confidence. Watch now to take control of your next steps!
Special Guests
Financial Consultant Tracy Young – A financial professional at Sound Private Wealth with specializations as a Certified Divorce Financial Analyst and Chartered Special Needs Consultant. Tracy aids clients in managing the financial complexities associated with divorce.
Divorce Coach Dr. Susan Korb Bernstein – A certified divorce coach and owner of Divorce Coach Plus, Susan assists clients through the emotional and logistical challenges of divorce, focusing on high conflict cases and special needs circumstances.
1. Importance of Estate Planning in Divorce:
Shannon McNulty emphasizes that divorce impacts the trust you previously placed in a spouse and finding new people to serve as agents in place of the ex-spouse who would have control over financial and medical decisions in the event of incapacity. She underscores the necessity of revising estate plans to reflect the change in marital status and ensure that personal wishes are respected in life-or-death situations.
2. Financial Strategies During Divorce:
Tracy Young discusses the importance of understanding one’s financial landscape. She advises on securing financial documents and consulting with a divorce financial analyst to ensure fair settlement and financial security post-divorce.
3. Role of a Divorce Coach:
Dr. Susan Korb Bernstein highlights the emotional support necessary during the divorce process. She works closely with clients to manage stress and navigate complex issues like custody battles and financial disputes, emphasizing a proactive approach to securing one’s future.
4. Collaborative Approach to Divorce:
The speakers advocate for a team-based approach, where legal, financial, and emotional consultants collaborate to provide comprehensive support. This strategy ensures that all aspects of the divorce process are handled accurately, minimizing risks and promoting a smoother transition.
5. Legal and Financial Considerations with Children:
Special attention is given to protecting the interests of children, especially those with special needs. Shannon McNulty explains the necessity of revising guardianship and financial plans, while Tracy Young covers the potential financial implications on government benefits for special needs children.
