Capstan Financial
Divorce Investment Planning
Navigating the tax and financial aspects
Your Changing Tax Picture
Filing Status /Tax Benefits for Dependents /Alimony Child Support / Pre -or Post-Nuptial Agreements
Managing Retirement Accounts
We'll guide you to help protect your retirement assets. Assist with complicated IRA transfers.
Stock Options and Restricted Stock Concerns
Dealing with stock options is complicated by a variety of factors, including whether:
The Options are Vested or Unvested. You live in a community-property state.
You hold incentive stock option (ISOs) or non-qualified stock options (NSOs) Restricted Stock.
Other Financial Considerations
Gather key tax, investment, and financial documents. Know all your assets' cost bases.
Check your Credit Card rating. Estimate your post divorce budget.
Develop a plan for health care benefit. Review insurance coverage. Review and update estate planning documents and strategies.
Still have questions? We can help!
Contact us today to schedule your complimentary financial review. 941-256-9300
238 S Washington Blvd., Sarasota, FL 34236 941-256-9300 www.capstanfinancial.com