Death & Divorce: When Bad Goes to Worse
Death & Divorce: When Bad Goes to Worse
With the increase in Gray Divorce, the risk of death during the divorce process has a higher probability than a younger couple. We will examine various types of assets, various titling of assets, and what the outcomes might be if a spouse dies during divorce vs. after divorce. Most importantly, we will provide the divorce planner and the estate planner with guidance as to effective techniques to protect their client's assets. It is all about the planning!
Evelyn M. Zohlen, CFP®
PRESIDENT, INSPIRED FINANCIAL
Evelyn M. Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial services for nearly 20 years. She received her Bachelor’s degree from the University of Texas, her Master of Science from the Joint Military Intelligence College, and her Master of Business Administration (with a concentration in Finance/Portfolio Management) from Villanova University. Prior to founding Inspired Financial, Evelyn was a Relationship Manager at The Vanguard Group in Malvern, PA where she was the trusted advisor for clients with retirement plan assets ranging from $175 million to $500 million.
Evelyn is a Certified Financial PlannerTM (CFP®) professional and serves as President for the Financial Planning Association (the membership association for CFP® professionals with 23,000 members!). She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. In addition, she is a community leader who currently serves on the Board of Governors for the premier business club in Orange County, the Center Club. She has served on the Board of Directors for WomanSage, the Board of Directors for the American Poetry Review, and the President’s Council at Immaculata University. Evelyn is a frequent contributor to periodicals such as The Wall Street Journal, The Journal of Financial Planning, USA Today, Investment News, Kiplinger’s Personal Finance, Real Simple and Consumer Reports. Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.
Evelyn is married to the fabulous Mark Prendergast who shares her passion for food, wine, running (it counters the food and wine), reading and travel. Her perfect vacation combines great food/wine before and/or after a race while visiting their three terrific kids and their spouses. Good times!
Mark L. Prendergast, CPA, CFP®, CDFA™
DIRECTOR OF TAX STRATEGIES, INSPIRED FINANCIAL
Mark Prendergast has over 35 years of experience in tax, estate and financial planning. He started his career in 1979 at Ernst & Whinney and then joined Price Waterhouse in 1982 and acquired his Certified Financial Planner™ designation in 1988. He regularly teaches on income tax, estate and divorce topics at professional conferences (FPA, NAPFA, CalCPA, WealthCounsel, Institute for Divorce Financial Analysts).
Mark served on the national Board of Directors for the Financial Planning Association from 2011-2013, and currently serves on the Advisory Board for The Center for Investment and Wealth Management at UCI. His service for the Financial Planning Association includes board positions and committee work for two local chapters, and at the regional, state and national levels. He has serves on the Editorial Review Board for the Journal of Financial Planning (2002-current). Over his career, Mark has served many roles in non-profit organizations, including the Board of Directors for New Life for Girls (women’s recovery home), The Birthing Center (birthing advocacy group), Valley Christian Center (church), and Fresno New Connections (a substance abuse clinic).
Mark is married to Evelyn Zohlen, and they truly enjoy life’s adventures together from work-to-travelto-Disney and beyond! They miss their three adult children who live too far away for his pleasure: Alison (MBA), Josiah (JD), and Martha May (RN/MSN), all successfully launched in their careers
Thank you to this month's speaker sponsor, Trust Properties USA