Handling a divorce

Preparing for life on your own can seem overwhelming at times, but with informed guidance and preparation, you can better navigate the legal, financial and emotional issues to come. Taking the time to outline your situation, including expenses, assets and liabilities, can help you get started. Consider this list a starting point for handling the practical matters of your situation, from gathering the right documents to getting the proper support.

Banyan Partners will work with you and your team of professional advisors to help you protect your interests before, during and after the divorce. And know we will also be here to help you plan for your future.

Your guide to what to expect and who to reach out to help get things in order

Links of Interest

Five potential market-moving events to be mindful of

04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

GDP, inflation, and the Fed: Keep calm and carry on

04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity