Much of a Naples couple’s wealth often sits in retirement accounts, pensions, and investment portfolios rather than in a business. Dividing these requires care, since some need a qualified domestic relations order to split without triggering taxes or penalties, and the marital and separate portions may have to be traced over decades.
A division that treats a pre-tax retirement account as equal to an after-tax brokerage account misjudges their real value. A high net worth divorce attorney in Naples works with financial professionals to divide these accounts on their true, after-tax worth.
