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.
Disclosure: Jamie Minster is not an attorney or accountant, nor does she provide legal advice. All the guidance and information provided is financial and should not be looked upon as legal or tax advice. Please consult an attorney or tax advisor about the laws in your location.