Pension Valuation

A pension can be a significant asset as it provides income for the lifetime of the recipient or recipients, regardless of market conditions. Determining the value is a complex mathematical calculation, having an expert complete a Valuation is an important piece ensuring that you are properly dividing the marital estate. We offer a flat fee for Pension Valuations of $250. The pension plan documents are required as well as date of marriage, valuation date, or date of separation, date of birth for both parties and recent pension statement.

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