Stocks and Bonds

Stocks and Bonds

Calculating Your Stocks and Bonds Current and Future Value

Characterizing a stock portfolio as separate or joint marital property for divorce is only part of the equation. Stock and bond investments have a current paper value, as well as a potential future value, based on the history of earnings and appreciation of the portfolio. If you are a person of high net worth who has equities as part of your retirement or income investments, make sure your divorce lawyer understands the rules and knows how to protect your financial interests.

At Stange Law Firm, PC, we help individuals throughout Missouri, Illinois, Kansas and Oklahoma protect their complex financial investments as part of their marital property. We understand the concerns involved on either side of the property issue. Whether you are a holder of separate investment property, seeking to protect your right to sole ownership, or are a spouse seeking to prove that your marriage added to the value of the investments, we are ready to fight to protect your rights.

Will A Prenuptial Agreement Affect The Property Settlement?

Many successful people use a prenuptial agreement to protect the status of their personal investment account as separate property, in the event of divorce. A spouse may be able to prove that the value of the stocks and bonds increased in value as a direct result of additional contributions that occurred during the marriage, or that the account was commingled with joint marital assets during the marriage. The appreciated value of the portfolio, including expected future gains may be subject to equitable distribution.

Contact Stange Law Firm, PC, to discuss your ways to protect your rights. We will help you find answers to these and other questions:

  • The current value of the stocks and bonds. What is the basis point of the stocks?
  • Who contributed to the investments?
  • How much has the investment account appreciated over time?
  • Did your spouse’s marital contributions help increase the value of the investments?
  • Are there tax obligations arising from the earnings?

If you are a person of high net worth, your lifestyle and financial future depends on protecting your rights in your divorce settlement. Your lawyer will need experience to cover the details and get things right the first time.

Contact Our Asset Protection Attorneys in Missouri, Illinois, Kansas and Oklahoma

When dividing stocks and bonds in divorce, it is crucial to enlist the help of an attorney who is experienced in matters of property division. Contact us online or by phone to schedule a confidential half-hour consultation at any of our convenient locations. We have locations in St. Louis, Kansas City, Columbia, Springfield, Wichita, Tulsa and beyond in the Midwest.

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Helpful Information Regarding Property and Debt Division From our Webpage

We also have pages on numerous other topics related to property and debt division from our webpage, including the pages below and on our menu:
High Asset Divorce
If you are considering divorce and have a high net worth, it's important that you have legal counsel in your corner. It is also vital that you have an attorney that is diligent on your behalf.
Divorce Financial Planning
If you will be going through a divorce, conducting divorce financial planning can be critical to ensuring that you can move on with your life on sound financial footing.
Commingling Assets
In many divorce, parties own some assets prior to marriage and then buy additional assets after marriage. Often, these assets can end up being mixed together (or commingled). If this has happened in your case, it is important to work a diligent lawyer.
Transmutation
In some cases, a party might own certain property or assets prior to marriage. After marriage, the assets might become re-titled in joint names, which can result in the assets being transmuted into marital property. Our lawyers can help you if this is what has happened in your case.
Complex Property Distribution
In many high asset divorces, property distribution can be complex and complicated. Our attorneys can help you with difficult property distribution.
The Marital Home
The martial home can often be one of the most prized marital assets in a divorce. The marital residence can also be important as it relates to stability for children in divorce. Our lawyers can assist if this is the case for you.
Real Estate Appraisers
When residential or commercial property is owned in a divorce, ensuring that this property is properly valuated by a real estate appraisal can be critical in many cases. Our lawyer can help ensure you are refered to a competent real estate appraisal.
Trusts
Many parties have either created trusts for their family, or stand to inherit funds through a trust outside of the probate court. In many cases, this can be an important issue in a divorce in which our lawyers can help.
Inheritance
In many divorces, parties have either inherited, or stand to inherit, sums of money from their parents or other relatives. This can be a contentious issue in some cases in which our lawyers can help.
Investment Accounts
In many marriages, parties can have investments accounts where they are saving money in the hopes that they can have a better life, save for their retirement and have assets in which to provide their children and grandchildren. When a divorce takes place, it's vital that these assets be appropriately accounted for in the property division phase of a divorce.
Stocks and Bonds
Many married couples also have significant sums in stocks and bonds. It's vital to work with an attorney to have an accounting of what is out there and to ensure it is properly addressed in family court.
Life Insurance
Term life and whole life insurance policies are commonly held by parties in a marriage. When parties divorce, these life insurance policies can become critically important in terms of the possession of the policies, the beneficiaries that remain on them and who is to make the payments and/or have possession of the cash value in instance of whole life insurance.
Appreciation of Separate Property
In some dissolution of marriages, parties owned and possessed separate property prior to marriage. During the marriage, these assets can often increase in value due, in part, to the contribution of the other spouse. Our lawyers can help individuals in these instances.
Marital Debt
In many cases, debt can be a real problem as it relates to property distribution, albeit through support or marital debt. If that is the case in your divorce, our lawyers can assist.
Jumbo Mortgages
Jumbo mortgages can be an issue in some divorces. If this is the case for you, you can talk to our lawyers.
Property Issues for Unmarried Couples
For many unmarried couples, they can accumulate property and debt. When they separate, the property and debt they own together can become a contentious issue. Our lawyers can often help if this is the case through a partition action.
Quit Claim Deed
Some people wonder how to transfer title out of joint names after a divorce. Our lawyers can help explain how a Quit Claim Deed works.
Refinance
Many are not sure as well how to get a mortgage out of the names of both spouses after divorce. Find out more about refinance and divorce.
Gift Affidavits
Parties oftentimes have to transfer title to their vehicles as part of a divorce. Find out more about how gift affidavits work.
Commissioner to Sell Real Estate
Some divorcing parties are unable to work together to sell their real estate as part of the divorce. You might be interested in knowing more about the possibility of a Commissioner being appointed.
Serving the St. Louis Metropolitan Area, Kansas City, Columbia, Springfield, Wichita, Topeka, Tulsa and Beyond in Missouri, Illinois, Kansas and Oklahoma

From our webpage, you can also read articles about family law, view informational videos, seminar videos, listen to our podcast, download our mobile application or view support calculators for MissouriIllinois and Kansas.

If you are looking to find and hire a child custody lawyer, contact us online or by phone to schedule a consultation at any of our convenient locations.

Prenuptial Agreements Line by Line

Aspatore Books from Thomson Reuters Westlaw

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Aspatore Books from Thomson Reuters Westlaw

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Aspatore Books from Thomson Reuters Westlaw

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