Tag: Attorney

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Life Beyond Divorce: Focusing on the Future with Gabrielle Clemens (Ep. 138)

Life Beyond Divorce: Focusing on the Future with Gabrielle Clemens (Ep. 138)

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Juggling the various aspects of your life can not only be tricky, it can be very overwhelming. And then, just when you think you’ve got a handle on it all, a ball comes crashing down. No matter your financial situation, you deserve to come out happy and secure after a divorce. 

In this episode of Life Unlimited, host Larry Heller, CFP®, CDFA® focuses on helping women through the divorce process with guidance and expertise from Gabrielle Clemens, an award-winning attorney, and CDFA®. Listen as she shares her knowledge in divorce taxation, estate planning, and finance so women can focus on their future and set concrete goals. She also talks about her book, “Marriage is About Love, Divorce is About Money,” which sheds light on understanding the three levels of divorce, and how to make logical decisions pertaining to your post-divorce life.

Gain insight as Larry and Gabrielle discuss:

  • How to focus on the future and set concrete goals
  • Which professionals to include in your “divorce team”
  • A cost-benefit analysis in decision-making during divorce
  • The importance of aligning your interests with those of your attorney
  • Finding happiness 
  • And more

Resources: 

Connect with Gabrielle Clemens:

Connect with Larry Heller: 

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Mastering Divorce: Protecting Your Assets and Future with Lisa Zeiderman (Ep.134)

Mastering Divorce: Protecting Your Assets and Future with Lisa Zeiderman (Ep.134)

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In today’s episode, Lisa Zeiderman, Esq., CDFA®, CFL™, and Managing Partner at Miller Zeiderman LLP, sheds light on the complexities and processes of divorce, particularly when it occurs later in life. This episode offers essential guidance to effectively navigate the challenges that may arise when dealing with shared assets and liabilities, the emotional strain of divorce, or intricate matters related to business ownership and tax implications.

Listen as Larry Heller, CFP®, CDFA®, and Lisa share valuable insights on critical questions to ask when searching for a divorce attorney. They also discuss why divorce proceedings can differ when you own a business and delve into other significant issues, such as imputation of income, division of assets and liabilities, and maintenance laws.

Throughout this episode, you will gain useful insight surrounding divorce including:

  • Who to seek for help when dealing with assets, liabilities, and equitable distribution.
  • The emotional toll that divorce can have on your physical and mental well-being.
  • Tax implications surrounding the sale of the matrimonial home.
  • Considerations to keep in mind when divorcing with children, especially concerning custody arrangements.
  • How to address separate property claims, such as inherited assets or pre-marital property.

Connect with Lisa Zeiderman:

Connect with Larry Heller: 

About Our Guest:

Lisa Ziderman is a highly respected managing partner at Miller Ziderman LLP in New York. As a matrimonial attorney, CFL™ and certified divorce financial analyst, she specializes in complex financial and custody divorce cases for high net-worth individuals with multiple prestigious awards and memberships, including being named a notable woman attorney.

And a notable diverse lawyer by Cranes, New York. Lisa is a trusted expert in her field. She has been featured in renowned publications like Psychology Today and Financial Advisor Magazine.
QDROs & Divorce: Understanding the Settlement of Retirement Assets with Derrick A. Rubin, Esq. (Ep. 124)

QDROs & Divorce: Understanding the Settlement of Retirement Assets with Derrick A. Rubin, Esq. (Ep. 124)

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Most people don’t prepare for a divorce before they get married. In most divorces, property that was acquired during the marriage is subject to division between the spouses depending on a number of factors. 

Dividing assets and understanding how they are calculated post-separation is a crucial step in the divorce process. A QDRO can be used to divide retirement assets between the two spouses as a part of the property settlement. 

In this episode, Larry Heller, CFP®, is joined by Derrick A. Rubin, partner at Wisselman, Harounian & Associates to discuss how you can navigate a divorce when it comes to using a QDRO to split assets.

Derrick focuses on: 

  • What a QDRO (Qualified Domestic Relations Order) is, and how it works 
  • How various retirement plans differ in divorce settlements
  • The process of equitable distribution
  • And more

Connect with Derrick Rubin:

Connect with Larry Heller: 

About Our Guest:

Derrick A. Rubin, Esq. is a Partner at Wisselman, Harounian & Associates, P.C. and has been with the firm since 1997. He has been recognized by Newsday as an expert in matrimonial law and has been named a New York Metro Super Lawyer for 7 consecutive years. In addition to matrimonial law, he has extensive experience in residential and commercial real estate, estate planning, civil litigation and criminal and business law.

 

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Why Everyone Should Have Supplementary Uninsured Motorist Coverage — With Attorney Brian Murphy (Ep. 83)

Why Everyone Should Have Supplementary Uninsured Motorist Coverage — With Attorney Brian Murphy (Ep. 83)

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Approximately 15% of people behind the wheel don’t have any automobile insurance coverage.

What happens if you’re injured by one of those people? 

Find out in this episode, as Larry Heller speaks with Brian Murphy of Rappaport, Glass, Levine & Zullo LLP. As a personal injury trial attorney, Brian represents individuals all over the New York Metropolitan area who have been catastrophically injured due to the negligence of others. Brian shares real-life accidents and educates you on the value of supplementary uninsured motorist (SUM) coverage.

You will learn:  

  • The most important aspects of auto insurance policies
  • Real-life situations where SUM coverage can be used
  • How to find out what your SUM coverage is and how much it costs
  • Whether SUM coverage is covered under your umbrella policy
  • About no-fault auto coverage
  • And more! 

 Listen now to learn about supplement uninsured motorist coverage and how it can protect you! 

Resources:  Heller Wealth Management: (631) 293-2806 | Email Larry | RGLZ Personal Injury Law: (631) 293-2300 | Email Brian Murphy