Peaceful Parting

By Tracy B. Stewart, CPA, CFP, CDFA

Reprint from Today's CPA, May/June 2005

While she was traveling, Marilyn's husband, Jeff, canceled her credit cards. He also filed child endangerment charges against her. When she returned, authorities put her in a mental health care facility to protect her child. Marilyn was not insane, nor was she a danger to her child. Jeff was filing for divorce, and was legally positioning himself for control of their finances and custody of their young child.

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Settling Guardianship Disputes with the Collaborative Process

Guardianship issues are not always straight forward but they are always sensitive situations. Adult siblings may not agree with how to manage the care for their aging parent or divorced parents may not agree on how to care for their incapacitated adult child. The collaborative process allows for open communication between both parties and focuses on crafting an agreement that is mutually agreeable and in the best interest of the ward in question.

With the aid of their attorneys and neuatral communication coaches and finanical experts, both parties can come together to reach an agreement. The collaborative process allows parties a chance to rebuild trust and to focus on the best interests of the ward.

 

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