Divorce Settlement Tip #9: Perform a Lifestyle Analysis on High Net Worth Clients
In Divorce Settlement Tip #2, we discussed how you always have to work backward from each party’s needs. As we mentioned then, “need” is synonymous with “budget”—and the best, quickest, most painless way to a settlement was to look at the budget for each party, not just your client.
Nowhere is this more true than with your high net worth clients. For these clients, you need to perform a Lifestyle Analysis… [read post