Partner Gary Fishbein Presents at First Republic Bank on Keeping Assets Separate When Clients Say “I Do”
On December 5, Partner Gary Fishbein presents at First Republic Bank on the importance of keeping client assets separate after they say “I do”. Gary explains the role a financial advisor plays to protect the interest of their client and their assets in the unfortunate event of a divorce. Some important aspects financial advisors should understand are: the differences between separate and community property, the characterization of income and more.
