I've Been Meaning To Do That

The impact of divorce on family wealth: Planning with purpose during life’s pivots


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Divorce is a major life transition that brings both emotional and financial complexity. For high-net-worth couples, the stakes can be especially high. On this episode of I’ve Been Meaning To Do That, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes colleagues Jacqueline Parks and Jennifer McManus to explore the role that financial advisors can play in supporting clients as they navigate a divorce. From the importance of recognizing the risks of emotional decision-making to the unique issues that come with late-in-life divorces, they discuss why the early involvement of a trusted advisor can encourage good decisions during a difficult process.

Also in the discussion:

• The usefulness of prenuptial agreements

• Issues in child rearing and college planning

• The importance of proper insurance coverage

• Ensuring fair valuation and division of assets

• The complexities involved in business ownership

If you’d like to take notes on today’s episode, you can download this free template.

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Have a question for Oscarlyn or her guests? Email [email protected]

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I've Been Meaning To Do ThatBy Truist Wealth

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