Life Unlimited with Larry Heller

Lisa was a guest of Larry Heller, CFP®, CDFA®, CPA on his wealth management podcast, “Life Unlimited with Larry Heller.” They talked about the complexities and processes of divorce, particularly when it occurs later in life.

Topics included:
*Who to seek for help when dealing with assets, liabilities, and equitable distribution.
*The emotional toll that divorce can have on your physical and mental well-being.
*Tax implications surrounding the sale of the matrimonial home.
*Considerations to keep in mind when divorcing with children, especially concerning custody arrangements.
*How to address separate property claims, such as inherited assets or pre-marital property.

The episode offers essential guidance to effectively navigate the challenges that may arise when dealing with shared assets and liabilities, the emotional strain of divorce, or intricate matters related to business ownership and tax implications.

Click here to watch the podcast: