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When the end of the year is looming and it will soon be time to file taxes, if a divorcing couple was previously married filing jointly, they should consider rethinking their tax filing status. Sharon Klein, president of Family Wealth’s Eastern U.S. Region and head of Wilmington Trust’s National Divorce Advisory Practice, discusses those key tax issues you and your client should think about before a divorce is finalized so that you can take advantage of opportunities, maneuver around potential traps, and help position your clients for a successful settlement.
Please visit our Matrimonial and Divorce Advisory Solutions resource page for more timely divorce planning content.
This podcast is for general information only and is not intended as an offer or solicitation for the sale of any financial product, service or other professional advice. Professional advice always requires consideration of individual circumstances. The information in this podcast has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. The opinions, estimates and projections constitute the judgment of Wilmington Trust and are subject to change without notice.
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