Estate Planning for Clients Going Through a Divorce

About this episode

The episode discusses the complexities of estate planning for clients undergoing divorce, including ethical dilemmas and the impact on financial plans.

Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com , joins Thomas Kopelman and Anne Rhodes to tackle the complexities of estate planning when clients go through a divorce. From the ethical dilemmas advisors and attorneys face when a couple splits to the real risks of irrevocable trusts like SLATs, they explore how divorce impacts every layer of a client's financial and estate plan. The conversation also covers equitable asset division, the critical importance of updating beneficiary designations, and how prenup provisions within trusts can protect beneficiaries from future divorce. Whether you're navigating a client's divorce or helping them plan proactively, this episode offers practical guidance for advisors at every stage.

People in this episode

Hosts: Thomas Kopelman, Anne Rhodes

Guest: Lisa Weigel

Topics covered

• estate planning
• divorce
• financial planning
• beneficiary designations
• trusts
• asset division

Keywords

• estate planning
• divorce
• financial advisors
• trusts
• beneficiary designations
• asset division
• prenup provisions

Mentioned in this episode

Organizations: Wealth.com

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