VALUATION SERVICES
Separate Property Tracing /Wasting of Marital Assets
Separate property tracing is needed when assets may have been established before or inherited during the marriage. Our divorce services include analyzing asset statements, and documenting, and valuing property ownership for divorce.
Our analysis can also help in cases where marital assets were used (to the benefit of one spouse) for things like affairs, excessive spending, gambling, or loaning large amounts of money; this is considered a dissipation of marital assets.
Lifestyle Analysis
The lifestyle analysis is a process of calculating and analyzing the income and expenses of the marriage. Both parties typically use this analysis to determine the standard of living, which can be used to influence support calculations and possibly property division.
Despite what income is reported, the actual lifestyle of the couple may be significantly different. This can be common when one party is self-employed and the business pays for expenses, cash businesses, or when one party makes a high income but the couple lives below the income means.
Another benefit of a lifestyle analysis is the possibility of uncovering hidden assets. A lifestyle analysis will uncover details about where funds come from, how they are used, and the financial decisions that were made during the marriage.
Marital Settlement Agreement Evaluations
Before you agree to a marital separation agreement, you want to make sure that the assets involved are properly calculated for items such as tax implications, liquidity, and timing of availability towards your individual needs post-divorce.
Income Valuations and Determination for Divorce
Income for taxes and income for support and maintenance are two different calculations. We review financial statements to determine what income can be considered for maintenance and support. This may require additional forensic analysis, depending on the situation.
Maintenance Buy-Out Calculations
In certain circumstances, alimony buyouts can be a way to negotiate a lump sum amount upfront instead of payments over time. Our comprehensive divorce financial services package can assist in determining if this makes sense in the divorce.
Stock Options and Restricted Stock Units (RSUs)
Executive Compensation and incentives are very common in today’s market. Having these plans valued for division is a unique calculation. If not done correctly, it could lead to large losses.