Divorce and Mortgage Strategies

EP: 135.23 - Securing Your Future: Why Estate Planning is a Vital Component of Your Divorce Settlement with Carri Goldring, CDLP® and Rebecca Tooman

Divorce Lending Association

Please join Carri Goldring, CDLP® with the Divorce Lending Association as she interviews Family Law and Estate Attorney, Rebecca Tooman.

A word from Rebecca: My accounting and financial background assists with analysis of an estate, resolution of financial disputes, and implementation of estate planning strategies. For estate planning, I provide an educational approach with Zoom sessions to help create customized documents. For family law, I offer limited scope consultations for the joint petition process with amicable divorces (self-representation assistance). For QDROs, the division of most retirement plans requires an extra step based on the federal law known as the Employee Retirement Income Security Act of 1974 (ERISA). The plan administrator may require a court order with specific language to divide retirement assets. These court orders are known as Qualified Domestic Relations Orders (QDROs) or Eligible Domestic Relations Orders (EDROs). I draft these orders and assist step-by-step with the court and plan administrator approval process. Please see my website for more info: www.innovativelawservices.com

#CDLP #Divorce #DivorceMortgagePlanning #DivorcePodcast #FamilyLaw 


Visit www.divorceworkshop.com for more information and to take back control.

At the Divorce Lending Association, our mission is to help divorcing homeowners make more informed decisions regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlement, the mortgage, and real property.

Divorce Mortgage Planning is the ability to put into play the desired outcome by pairing the needs and options available while incorporating the necessary details and clarity into an executable settlement agreement to obtain closure and peace of mind successfully.

Are you going through a divorce and need information on refinancing your mortgage or buying anew home once the divorce is final? Often conflict arises out of a lack of knowledge. We have an amazing workshop available allowing you to take control of your situation and divorce mortgage planning so you are in a stronger position to negotiate while removing conflict and unrealistic expectations.

Visit the Divorce Lending Association for resources and strategies on divorce mortgage planning.



People on this episode