Latest Content

Podcast: Ten Tax Considerations in Divorce

Rachael Leberstien, CPA and Sharon L. Klein |
Wealth Planning

Taxes may not be your clients’ top priority when you are helping them through their divorce, but many decisions made during this time can affect their situation. Sometimes these decisions can be costly. Listen as Rachael Leberstien, senior wealth relationship manager, discusses the 10 Tax Considerations in Divorce with Sharon Klein, president, Family Wealth, Eastern U.S. Region and head of the National Divorce/Matrimonial Advisory Practice.

Read More...


Lessons Learned from the Bill and Melinda Gates Divorce

Sharon L. Klein |
Wealth Planning
Two broken golden wedding rings divorce decree document.

Sharon Klein shares her insights in this article originally published on June 8, 2021, in Divorce Law magazine.When billionaires Bill and Melinda Gates announced their divorce after 27 years of marriage, a media frenzy ensued over news, including how their stunning level of wealth would be divided.Although the complications of divorce are magnified with the breakup of this power couple, their divorce underscores many important lessons that couples generally are well-advised to heed.

Read More...