Retirement, Pensions & Complex Compensation

Pensions require careful review because value depends on plan rules, retirement timing, survivor benefits, division method, and tax treatment. This article explains why pensions should not be evaluated only by looking at the monthly benefit.

Equity compensation can be difficult to evaluate because value depends on grant terms, vesting schedules, employment purpose, tax treatment, and timing. This article explains the financial questions that often need to be reviewed before settlement terms are finalized.