Beyond the Settlement: Financial Security and Protecting Your Legacy

Financial and legal decisions after divorce shape cash flow, taxes, estate plans, incapacity protection, & who is protected and in control.

About the Event:
Divorce is not an ending. It is a turning point and the beginning of a new financial and legal chapter.

Once the agreement is signed, many people are left asking:

• What happens next?
• How do I protect what I’ve built?
• How do I ensure I am truly secure moving forward?

What often goes unaddressed are the financial and legal decisions that follow the settlement. Decisions that impact your cash flow, investments, tax exposure, estate plan, protection in the event of incapacity, and ultimately how you, your wishes, and your legacy are protected and carried forward.

At its core, this is about protecting you and your legacy.
For many, this is also the first time they are solely responsible for their own protection. Without a spouse, having the right legal documents is essential to ensure your wishes are honored, you are cared for if something happens, and the right people are in place to support you and protect what you leave behind.

Join us for a thoughtful and empowering conversation focused on life after divorce planning, featuring Financial Advisor Robin Young of Northstar Financial Planning and Estate Planning Attorney Laurie Baron of Babau & Baron LLP.

Together, they will walk through the critical financial and legal steps that are often overlooked once a divorce is finalized, including:
• How to restructure your financial life during the asset division process
• Cash flow review – income replacement and lifestyle sustainability post-divorce
• Investment and retirement considerations after accounts have been split
• Tax implications that can impact your income and future planning
• Updating wills, trusts, POA's, health care proxies, and beneficiary designations
• Protecting your children, assets, and short & long-term decision-making
• Key considerations across Massachusetts, New Hampshire, and Connecticut

Robin supports clients nationwide, while Laurie brings legal expertise specific to Massachusetts, New Hampshire, and Connecticut, offering both a broad perspective and local insight.

Whether you are newly divorced or still navigating the process, you will leave with a clearer understanding of what needs to happen after the paperwork is complete and how to take those next steps with confidence.

We respect your privacy, so your attendance is confidential. When you join the webinar, your camera will be turned off; you will only see the panelists, not other attendees.

Advance registration is required; https://bit.ly/SpecialtyWebinarMay14

During registration, please submit any questions about the divorce process. We will answer these during the Q&A portion of the event.

We will email the webinar link to those who have registered before the event. If you want to register for this event directly with us (rather than via Eventbrite), please call 1-877-355-7649.

By registering for this webinar, you are opting in to receive Northstar Financial Planning’s monthly newsletter and related communications. You may unsubscribe at any time using the link provided in the emails.

Not sure where to begin? Connect with Vesta Co-Founder and Concierge Director Deanna Coyle by scheduling a complimentary 30-minute Concierge call: click here.