Divorce and Your Financial Advisor

On the verge of divorce? If so, you may want to consult a Los Angeles family law attorney before you call up your financial advisor.

As with any divorce case, you will be asked to reveal all of your financial documents to your spouse's attorney. However, you will also be given the same latitude regarding your spouse's documents. If you and your spouse formerly shared a financial advisor, you may want to consider hiring an advisor that has not worked with your spouse in the past. You may even feel more comfortable discussing your assets, property, monthly deductions, bills and debts with a new advisor that has no connection to your spouse.

If you are uncertain whether to hire a new advisor or use your regular person, contact Claery & Green to speak with an attorney from our firm about how to proceed with your divorce filing and financial statements before making any further decisions.