Divorce Financial Planning
7810 Ballantyne Commons Parkway, Suite 300
Charlotte, NC 28277
Contact: Annamarie Joseph
Phone: 704-846-8783 Fax: 704-844-0542
Business type: Financial Planner
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I take the financial chaos of separation and divorce and consolidate the data into a comprehensive analysis that provides recommendations, solutions, tax analysis, worksheets, affidavits, etc
 
About Us  
My financial practice is solely dedicated to financially representing clients that are going through a separation and/or divorce.

I examine the financial issues of your divorce and provide you and your attorney with professionally prepared powerful financial solutions. Reports and graphs are tailored to your needs so that you and/or your attorney can rely on at any step in the divorce process.

I am able to work with individuals and couples, at any stage of the divorce process, and produce a financial settlement that works for both of the individuals.
Areas of Practice  
Personal versus marital property
Valuing and dividing property
Retirement and pension plans
Alimony and child support calculations
Splitting the marital residence
Federal and state tax calculations
Inheritance tax calculation
Medicaid and Medicare planning
Identifying and evaluating tax problems
Tax calculation for alimony
Auditing and financial review of all financial documents
Variance analysis of income and expenses
Income rebuilding models
Review of income, expenses, and taxes
Investment vehicles, insurance products
Retirement plans – Qualified and non-qualified
Military benefits and military retirement benefits (regular retirement and Reserve retirement)
Airline employee's benefits and retirement plans
Asset and transaction tracing
Options – Non qualified and ISO
Non-qualified plans/deferred compensation plans
QDRO preparation
Long term financial planning during divorce process

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