LifeCycles Of Wealth Accumulation
Hosted By:
Ahmed Ghulamali (Trilogy Financial), Clay Cornhall (Trilogy Financial),
B. Robert Farzad (Farzad Family Law), Paula A. Clarkson (Merhab Robinson, Jackson and Clarkson)
February 22, 2018
6:00 - 8:30 PM
Trilogy Financial Irvine Office
2601 Main St, Suite 200, Irvine, CA 92614
A young professional couple grows their incomes and wealth, gradually over time they grow apart, and ultimately get a legal separation. We will discuss what needs to be done with their Family Trust and the courts (divorce) as well as how to adjust financially moving forward.
Key Topics Include:
  • Financial Planning
    • What is your "Financial House"?
    • Re-evaluation of current financial situations after the divorce
    • What it takes to get back on track & how to get there
  • Divorce
    · General discussion about the impact of a living trust on divorce proceedings
    · Discussion of community and separate property
    · Discussion of spousal support
  • Estate Planning
    · Who should do the planning
    · Elements of fundamental estate planning
    · Estate tax, gift tax and property tax issues to consider
*Robert Farzad and Paula Clarkson are not affiliated with Trilogy or LPL Financial.

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