AN EXCITING KICKOFF TO OUR NEW YEAR 2018!

HERE ARE ALL THE GREAT THINGS THAT HAVE HAPPENED ALREADY THIS YEAR….

My new book: “ Money and Divorce: The Essential Roadmap to Mastering Financial Decisions ” published by the American Bar Association in January and offered on Amazon! 

Most people head straight into divorce without preparing themselves for the journey that lies ahead. Whether or not the divorce is of your choosing, you need the necessary guidance and useful information. 

Financial planning for the future is an essential part of every divorce settlement. Separating couples often face a significant financial transformation. The bottom line is that two households must now survive on the dollars that formerly supported one. Transition is a critical time when you need the most help to understand the pros and cons of your financial options, how to set priorities, and when to reach a settlement with confidence.

Money and Divorce: The Essential Roadmap to Mastering Financial Decisions will help you make informed and intelligent choices concerning financial issues in divorce. The book explains the fundamentals―illustrating how to set goals, deal with finances, navigate the legal process, and protect against unforeseen events.
My second new book will be coming out in early February: The Divorce Planner Checklist published by Peter Pauper Press and offered on Amazon!
  • Written by a divorce and life reinvention consultant and an expert divorce financial planner, this highly interactive guide provides essential information and advice about the legal, financial, and emotional aspects of divorce.
  • Know what to expect and how to create a clear financial picture to negotiate wisely.
  • Guided fill-in pages prompt you to collect and organize relevant data.
I've launched a new company! Wealth Protection Management LLC
Applying my 25 years of experience in conflict resolution and crisis management during divorce, I wanted to facilitate pre-emptive strategies for resolving conflicts over money for families, couples, entrepreneurs and business partners before transitions, crises, or the loss of wealth. I now offer consulting programs to facilitate conversations around diverse issues, challenging life’s events, and difficult decisions, providing personalized training and support to prepare you and your family on how to deal with investments, transfer of wealth, family dynamics, and all the financial tools and strategies pertinent to your unique needs and desired legacy.

Read more by filling out the short form here .
My new company’s website is  www.WealthProtectionManagement.com
We've moved to a new office in Greenwich and my address is: 2 Greenwich Office Park, Building 2 West, Suite 300, Greenwich, CT 06831
Articles

Call us for a check-up to protect your wealth!

Are you ready to grow your wealth and protect it?

In the final days of 2017, all three major indexes experienced their best performance since 2013. Overall, indexes posted the following growth for the year:
  • S&P 500 up 19.42%
  • Dow Jones up 25%
  • NASDAQ up 28.24%
  • MSCI EAFE up 21.78$
The markets are on a great run – but do you know how to protect your wealth? Wealth Protection Management offers secondary opinions, consultations and expert wealth advisory services designed to grow, preserve and protect your wealth. We specialize in resolving conflicts over money, preserving wealth through transfer, and protecting wealth from life’s events, such as divorce, loss of a spouse, business breakups, or sudden career changes -- providing our clients with independent advice, transparency and hands on individual attention. We make it all happen for you and give you peace of mind!, Call us today at 203-622-4911 for a check-up and meet us

The reasons for the dishonesty around finances range from failure to communicate to straight-up deceit. Would you recognize the warning signs?

First, notice when your mail no longer includes financial statements, such as credit card bills or solicitations and investment account information, said Lili Vasileff, founder and president of Divorce and Money Matters in Greenwich, Connecticut.  Next, watch out for atypical behavior. That can include lavishing you with gifts or insisting that you account for every nickel and dime, Vasileff said.
“If you feel that you have been duped, you want to
make sure you have concrete evidence”
"The reason for that is their own behavior has changed and they're trying to deflect from it," Vasileff said. “If you feel that you have been duped, you want to make sure you have concrete evidence. That includes finding out how much money you are taking in and what is really being spent”. Couples can work to prevent the need from hiding their spending in the first place by sitting down to talk about money when it's not contentious, Vasileff suggested. Read more....
I recently wrote an article for Advisor Magazine.
Death, Taxes…and Divorce?

How the new tax changes will impact planning for divorcing couples

It is difficult to assess the impact of tax law changes will have on folks who divorce in the near future. Clearly, the spectrum of tax law changes for individuals ranges from tax brackets, deductions, and tax credits to tax shelters.

It is unclear if these new rules will make divorce more or less difficult to negotiate. Why? Many of the tax law changes take place effective 1/1/2018. However, the alimony rule for those divorced changes only after 12/31/2018. This means there is a one year span during which many individuals will experience considerable differences in their tax situation and lifestyle long before the impact of the new alimony rule becomes effective. Those who divorce before 12/31/2018 will be grandfathered under the existing IRS rules for alimony. Those who divorce when the new rule is effective must chart new territory in their financial negotiations. Read more…..link to blog in website

The tax code has just undergone a major overhaul. Now, more than ever, you’ll need a financial strategizer on the how those massive tax law changes will impact you personally before any paperwork is signed -- to protect and preserve your wealth and legacy. Financial knowledge is power. Learn more here....
I hope that the start of 2018 has been as exciting for you as it has for me! If you need help navigating the financial aspects of whatever 2018 (and beyond) has in store for you, I’d love to work together to protect your future. 

Sincerely,

Lili Vasileff