Stock Options and RSUs – What are You Entitled to in a Divorce?

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By Stacy Francis. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Nancy founded Smarter Divorce Solutions in 2011 after going through her own less-than-optimal divorce process. She has over 20 years of experience in both investment management and financial planning and is the founder and a Senior Advisor with Smarter Financial Solutions. In 2016, Nancy founded the Divorce Financial Planner Training Center to offer continuing education to CDFA holders everywhere.

  • The term “executive compensation” is a misnomer, as it is given to a lot more people than just executives.
  • Executive compensation is tricky: while an employee’s spouse may be entitled to the value of half of the compensation, most times the executive compensation plan does not allow those holdings to be transferred to anyone other than the employee.
  • Executive compensation, which is often paid out in the form of a bonus, is considered an asset.
  • Nancy implores listeners to get another financial advisor if the one they have right now is not educating them.

Resources

Nancy Hetrick on LinkedIn | Twitter

SmarterDivorceSolutions.com

Divorce is Not for Dummies: How to Cover your Assets

Stacy Francis on LinkedIn | Twitter

Email: stacy@francisfinancial.com

FrancisFinancial.com

113 episodes