WEBVTT


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Capstan Financial

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Divorce Investment Planning

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Navigating the tax and financial aspects

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Your Changing Tax Picture

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Filing Status /Tax Benefits for Dependents /Alimony
Child Support / Pre -or Post-Nuptial Agreements

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Managing Retirement Accounts

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We'll guide you to help protect your retirement assets.
Assist with complicated IRA transfers.

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Stock Options and Restricted Stock Concerns

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Dealing with stock options is complicated by a variety of factors, including whether:

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The Options are Vested or Unvested.
You live in a community-property state.

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You hold incentive stock option (ISOs) or non-qualified stock options (NSOs) 
Restricted Stock.

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Other Financial Considerations

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Gather key tax, investment, and financial documents.
Know all your assets' cost bases.


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Check your Credit Card rating.
Estimate your post divorce budget.

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Develop a plan for health care benefit.
Review insurance coverage.
Review and update estate planning documents and strategies.

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Still have questions? 
We can help!

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Contact us today to schedule your complimentary financial review.
941-256-9300

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238 S Washington Blvd., Sarasota, FL 34236
941-256-9300
www.capstanfinancial.com