QUALIFIED DOMESTIC RELATIONS ORDERS (QDROs)

QDRO Services

A Qualified Domestic Relations Order (QDRO) is essential for dividing retirement assets, such as 401(k)s and pensions, during divorce. A properly drafted QDRO ensures that benefits are divided fairly and transferred without unnecessary taxes, penalties, or delays. With extensive experience drafting and reviewing hundreds of QDROs, I provide the legal insight and financial planning perspective necessary to guide you through this complex process.

My background as both an estate planning attorney and CERTIFIED FINANCIAL PLANNER™ adds an additional layer of value. I evaluate the long-term financial impact of retirement asset division to ensure your QDRO is not only compliant, but aligned with your broader financial goals.

Why Expertise in QDROs Matters

• Avoid Costly Mistakes: Errors in drafting or executing a QDRO can lead to delays, penalties, or loss of retirement assets.

• Secure Your Financial Future: Proper division of retirement accounts is essential to maintaining financial stability after divorce.

• Benefit From Unique Expertise: With hundreds of QDROs successfully drafted and reviewed, along with a financial planning perspective, I help ensure that your retirement division's legal and financial aspects are handled with precision.

Key QDRO Services

• Drafting and Execution

  • Preparing accurate, compliant QDROs by drafting the QDRO in accordance with your settlement agreement and guiding you through the entire process, from initial preparation to ensuring the assets are paid out appropriately.

• Customized Asset Division

  • Partnering with your divorce attorney to develop equitable strategies that minimize tax impacts and align with your financial priorities.

• Navigating Plan Requirements

  • Collaborating directly with plan administrators to ensure your QDRO meets all procedural and legal standards for prompt acceptance.

• Future Financial Considerations

  • Assessing the long-term effects of retirement asset division, including growth potential and income generation, to support your post-divorce financial security.

Post-QDRO Planning: Building Your Financial Future

Receiving your equitable share of retirement assets is only the beginning. The real work lies in aligning those assets with your long-term goals.

• Integrate Assets Into Your Estate and Financial Plan

  • Ensure your newly acquired assets support your retirement, investment, and estate planning goals.

• Maximize Financial Stability

  • Develop strategies to grow and protect your assets, minimizing risks and securing your financial future.