Journey Beyond Divorce Podcast

Karen McMahon
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Dec 19, 2022 • 1h 4min

The High Net Worth Divorce Playbook: Protecting You and Your Family's Future During Divorce

This is our LAST episode of The High Net Worth Divorce Playbook series, and today's experts explain the critical role of Trust and Estates attorneys as part of your All-Star divorce support team. While most people assume that a Trust and Estate attorney is only needed at the end or AFTER the divorce, Nancy and Britt highlight the financial advantage of enlisting them from the beginning. We discuss the Trust and Estate attorney's role in assisting your matrimonial attorney as they determine what assets CAN be considered in equitable distribution in the complex world of family trusts. We cover everything from beneficiaries of 3rd party trusts and YOUR parents estate planning documents as well as Wills, health care proxies, power of attorneys, deeds, estate taxes, legacy planning and more. This is another jam packed episode with tons of money saving recommendations, so grab your pen and let's get started! Nancy Burner, Esq. is the founder of Burner Law Group, P.C. established in 1995. She holds the designation of a Certified Elder Law Attorney (CELA), awarded by the National Elder Law Foundation as accredited by the American Bar Association. For 13 consecutive years, Nancy has been named as a Super Lawyer in the field of Elder Law. In 2016, Nancy was named as an "Outstanding Woman in Law" by Hofstra University School of Law Center for Children Families and the Law. Later that same year, she was named by Manhattan Magazine as a Big Apple Entrepreneur winner. Since 2014‚ Nancy has been selected by her peers to be included in Best Lawyers in America for Elder Law. Most recently in 2020‚ she was named as the Long Island Elder Law Attorney of the year by this same publication. She continues to grow her practice with offices in New York City, Setauket, and Westhampton Beach where she resides. Britt Burner is an attorney at Burner Law Group, P.C., a boutique law firm handling all matters of Elder Law, Estate Planning, Trust and Estate Administration, and Special Needs Planning. Britt recently completed a three-year term as Chair of the New York City Bar Association Committee on the Legal Problems of the Aging. She serves as Treasurer of the Elder Law and Special Needs Planning section of the New York State Bar Association. Britt also serves as a member of the Advisory Council of the Katz Institute for Women's Health at Northwell. Nancy & Britt Burner, Esq.​ 45 W. 34th Street, Suite #1203 New York, NY 10001 Main Line: (212) 867‑3520 Fax: (631) 941‑3443 bburner@burnerlaw.com www.burnerlaw.com Request a Free Rapid Relief Call at www.rapidreliefcall.com For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com
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Dec 16, 2022 • 45min

JBD Team Talks: Nesting - what is it and is it right for you?

In this Team Talk episode, KP discusses with Karen the Pros & Cons of Nesting. Nesting allows parents to share custody time without kids moving back & forth between two houses. Generally, the kids remain in the family home with the parents taking turns living in the family home and a separate apartment. This child-centered approach gives kids a slower transition into a new family structure. Many professionals give pause to Nesting as a practice due to the hardship it can be for the parents. KP shares her personal experience as evidence that even with possible challenges, it can be a workable solution for moving the divorce process forward. Request a Free Rapid Relief Call with KP Towers: Calendar: calendly.com/kp--34 Email: kp@journeybeyonddivorce.com For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com
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Dec 14, 2022 • 55min

Voices Of Celebration: From Shocking Betrayal to A life of Gratitude, Trust and Love

Kim unexpectedly found out her husband of 26 years was having an affair…moments before a celebration dinner with her daughter. What transpired next was a testament to the coaching work Kim had done and her dedication to keeping her daughter out of the chaos of divorce. Tune in as Kim shares her challenges with change, trust and forgiveness as she became laser focused on her needs and priorities in the earliest stages of her marriage dissolving. Kim shares her deep desire to trust in the process and believe that things can and will get better. She committed to looking for the silver lining, giving up her fear of being alone and focusing on the possibility her future held rather than dwelling in the muck of the past. The fact that she was telling her story of overcoming was it's own celebration. Kim's story is one of choosing perspective and a positive attitude and then experiencing the power of the mind to set a course and create a future Kim desired. Request a Free Rapid Relief Call at www.rapidreliefcall.com For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com
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Dec 12, 2022 • 1h 6min

The High Net Worth Divorce Playbook: Do I Need an Employability Expert?

Perhaps like me, you've never heard of an employability expert. When I began designing this Series, the topics of employability and vocational analysis weren't even on my radar. As I spoke with our experts, I realized how vital this piece is to the overall success of your divorce, whether you are the primary earner or the other spouse. Today's expert takes us through the function of an employability expert, how to determine if you need one, what they do and the value that they bring to the settlement negotiations as well as to the spouse who needs to re-enter the workforce. This conversation is overflowing with valuable insights, information and advice! Rona Wexler is 'The Employability Expert'. She provides expert witness services on earning capacity and employability and offers litigation support to family law attorneys nationwide with a strong focus in New York, Connecticut New Jersey, Pennsylvania and Florida. Rona's unique expertise allows her to quickly grasp the key issues in an employability assessment and supports her findings with solid research, a sound process and keen understanding of the key issues while offering valuable insights during her consultations that have saved clients time and expense. Rona Wexler, M.A., ABVE/D Wexler Vocational and Career Consulting 15900 Riverside Dr. West, Suite 6C, New York, NY 10032 www.TheEmployabilityExpert.com (646) 335-5236 rona@TheEmployabilityExpert.com Request a Free Rapid Relief Call at www.rapidreliefcall.com For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com
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Dec 9, 2022 • 47min

JBD Team Talks: The Divorce Recovery Plan

Are you tired of being controlled by the chaos of divorce. Do you wish you could think clearly and make the big decisions before you with confidence. Do you question what happened to your 'old self' and wonder how you have become so angry, fearful and reactionary? What if you could find a resource custom designed for you that could guide you to navigate your divorce with less pain and conflict? Journey Beyond Divorce has created exactly that resource. Our signature Divorce Recovery Plan provides you with a customized roadmap for navigating your divorce based on how you think, feel and react, the challenges you face and your deepest desire for a positive outcome. Today's program explains how we get triggered and how our reactions increase our pain and suffering. Learn all about your emotional energy and our unique three step process to change your experience of divorce. Using this process, you will be able to tap into your greatest emotional strengths - your compassion, peace and joy - and how to use them when you are struggling the most. Your Divorce Recovery Plan is designed by you and your coach and provides a process through which you move from chaos, confusion and uncertainty to calm, clarity and confidence. Listen in today and learn how to get started. Request a Free Rapid Relief Call at www.rapidreliefcall.com For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com
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Dec 5, 2022 • 55min

The High Net Worth Divorce Playbook: Finding Hidden Assets During Divorce

In the complex world of High Net Worth Divorce there is often a need for a forensic accountant who helps to find hidden assets OR missing money, which is considered divorce fraud. Today's episode focuses on the red flags that can help you ascertain whether or not you need a forensic accountant, what the process looks like should you hire one, how to choose the right forensic accountant and the role you will play in the process. Peggy Tracy, CFP ®, owner of Priority Planning LLC (Priorityplanning.biz), is a Certified Divorce Financial Analyst and Certified Fraud Examiner. Tracy's practice specializes in income tax preparation and consulting with divorce attorneys on tax-related and business matters, including post-divorce true-ups. She is a member of the National Association of Tax Professionals (NATP) and the Association of Certified Fraud Examiners (ACFE). She is on the Board of Directors of the Institute for Divorce Financial Analysts. She recently spoke in Tucson, Arizona at the Financial Planning Association chapter in January 2020. American Institute of certified public accountants website: https://www.aicpa.org/ Request a Free Rapid Relief Call at www.rapidreliefcall.com For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com
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Dec 2, 2022 • 55min

JBD Team Talks: You're Not Crazy Part III - Exploring the Voices in Your Head

Part 3 of our series focuses on how to appreciate and benefit from the different voices in your head and their unique perspectives by using "The Brain Huddle" , a practice author Jill Bolte Taylor, PhD refers to as a "Power Tool for Peace". The four voices or characters generated by four different types of neural tissue in our brains are somewhat stereotypical in their behavioral patterns which means that the more that you are willing to observe their responses/reactions to circumstances the more freedom you (and they) will have to work together to support you in a "whole brain life" Listen to Lisa and Karen review our four characters and introduce you to the five steps of the "The Brain Huddle", a practice that starts with using your breath to calm the stress center of your brain. Once you've passed the 90 seconds it takes to step back and out of the stress response you'll be able to hear and access the unique skills, knowledge, and perspectives of the other parts of your brain that are equally you. Lisa and Karen share real life examples of using the Brain Huddle to navigate challenging situations that arise during divorce and in life in general. If you want to move beyond the experience of fear, isolation, and despair that arises during divorce and be more effective and happier in your life, this show is for you. If you would like to join us on a call with author Jill Bolte Taylor, PhD, grab your spot here: http://journeybeyonddivorce.com/wholebrainliving Learn more about Journey Beyond Divorce
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Nov 30, 2022 • 1h 13min

JBD Team Talks: You're Not Crazy Part II - Exploring the Voices in Your Head

The neurons in our brains are not all alike. Our brains think and feel in four different ways, every one of us. We may be more aware of certain ways than others, and define ourselves by the ways of thinking that are habitual...which does not always serve us well, especially when navigating divorce and post divorce life. In today's show, Part 2 of You're Not Crazy: Exploring the Voices in Your Head, Lisa and Karen familiarize you with the four distinct thinking and feeling modes in your brain introduced in Part 1. With this knowledge you can begin to understand how you can expand your responses to the many challenging situations that arise during the divorce journey as well as life in general. Imagine, you have undiscovered resources within yourself that can help you to be more resourceful and your life easier to navigate! Ready to meet yourself in a new way? Let's go... If you would like to join us on a call with author Jill Bolte Taylor, PhD, grab your spot here: http://journeybeyonddivorce.com/wholebrainliving Schedule a call with Lisa at:Email: lisa@journeybeyonddivorce.com Calendar: calendly.com/lisa-brick-jbd For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com
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Nov 28, 2022 • 60min

The High Net Worth Divorce Playbook: What Your Divorce Lawyer Doesn't Know and How it Can Hurt You

In today's episode our guest speaks to the importance of hiring a matrimonial attorney who is both financially savvy and has the wisdom to acknowledge the limitations of their expertise and enlist the necessary financial experts. NYC Matrimonial attorney Lisa Zeiderman walks us through how to pick choose the right attorneys to interview AND how to use that initial consultation to assess the their qualifications for leading your support team. Once you have retained an attorney, Lisa talks us through how to create the rest of your team and highlights the level of collaboration you should expect to guarantee your best possible settlement. Lisa Zeiderman is Managing Partner at Miller Zeiderman LLP. A Matrimonial Attorney, CFL and Certified Divorce Financial Analyst, she regularly handles complex financial and custody divorce matters for high net worth individuals. Named a 2019 10 Best Family Law Attorney for Client Satisfaction by the American Institute of Family Law Attorneys, Ms. Zeiderman is also a founding member of the American Academy of Certified Financial Litigators and a member of the panel for Attorneys for Children. In addition to authoring a well-read blog on Psychology Today, "Legal Matters: Understanding Mental Health Issues as They Apply to Divorce and Child Custody," Ms. Zeiderman is regularly published in various legal publications and quoted on issues ranging from financial empowerment to tax issues to child custody. Ms. Zeiderman, a Fordham University of Law graduate, also serves on the Executive Board of Savvy Ladies, Inc., and on the board of LIFT, Legal Information for Families Today. Lisa Zeiderman, Esq., CFL Miller Zeiderman LLP 150 East 52nd Street, Ste 1002 New York, NY 10022 Direct dial: 914-488-2402 Office: 212-769-3500 140 Grand Street, 5th Floor White Plains, New York 10601 Office: 914-455-1000 Facsimile: 914-468-4244 e-mail: lz@mzw-law.com Request a Free Rapid Relief Call at www.rapidreliefcall.com For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com
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Nov 25, 2022 • 54min

JBD Team Talks: You're Not Crazy Part I - Exploring the Voices in Your Head

It is an all too human tendency to react to stressful situations in counterproductive ways, to attack out of intense emotion without a clear purpose, to accommodate long after it's healthy to do so, or to avoid addressing situations that are destructive. While these are rarely wise strategies, they are disastrous strategies prior to, in the midst of, and post divorce. During this episode and the following two Team Talks, Karen McMahon and Lisa Brick discuss an alternative approach to attacking, accommodating, and avoiding, help you to understand what part of your brain gets hijacked when you do, and how to be proactive, forward looking, and purposeful. When you use all of your brain, not just the hijacked parts, to handle the challenges that arise around divorce you begin to master your situation. These three Team Talks are based on the research and findings of neuroanatomist Dr. Jill Bolte Taylor in her 2021 book, Whole Brain Living: the Anatomy of Choice and the Four Characters That Drive Our Lives. If you would like to join us on a call with author Jill Bolte Taylor, PhD, grab your spot here: http://journeybeyonddivorce.com/wholebrainliving Request a Free Rapid Relief Call at: Lisa BrickEmail: lisa@journeybeyonddivorce.com Calendar: https://calendly.com/lisa-brick-jbd For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com

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