Money is one of the most contentious issues in a marriage. In addition, people’s attitudes towards financial matters tend to be shaped by long-standing, deep-rooted childhood experiences. Yet, most advisors aren’t trained to deal with such issues. And that makes for an uncomfortable situation. If you intervene, you run the risk of alienating one or both spouses. Fail to act decisively, however, and you may never be able to provide your clients with adequate advice.
Source: How to Handle Couples Who Fight
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David R. Duringer, JD, LL.M, is a concealed firearm instructor and tax lawyer specializing in business and estate planning; licensed to practice law in the states of California and Washington. He is managing shareholder at Protective Law Corporation, serving Southern California from its Laguna Hills (Orange County) headquarters and satellite offices in San Diego County (Coronado and Carlsbad).
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