H + B // Marriage + Divorce

Divorce Issues: Investment Assets and Retirement Accounts

Investment Assets and Retirement Accounts

In a divorce one of the most significant financial considerations is a division of investment assets and retirement accounts. Investment assets including stocks, stock options, bonds, mutual funds, securities, and precious metals can make up a significant portion of the community estate.

If you are getting a divorce, you need an attorney with the legal knowledge and resources to handle any issue that may arise. At Hoover & Bechtel, L.L.P., we continue to provide the highest standard of legal services to all of our clients. We believe the size of our firm, the experience of our attorneys, and our dedication to legal excellence sets our firm apart. We are devoted exclusively to family law issues.

Retirement Accounts: IRA, 401K, pension plans, profit-sharing plans

With more than 70 years of combined legal experience, our family law attorneys have extensive experience handling complex property division issues including the division of vested and unvested retirement accounts. The division of retirement accounts is often a contentious aspect of a divorce. Determining the value of your vested or unvested retirement account may be a complex matter and calls for the attention of experienced advisors.

Investment Assets: stocks, stock options, bonds, mutual funds, securities

In divorce proceedings the court will divide all community assets, including stocks, stock options, bonds, securities, and mutual funds in accordance with California law. Any person involved in a divorce, especially if significant assets are at stake, should retain the services of an experienced family law attorney. In cases involving significant assets, fraud, hiding of assets, and gifting of assets to family member may be a concern. Retaining an attorney experienced in family law should be considered as a first step in protecting your financial interests in a divorce.

To speak with an experienced Bay Area divorce and family lawyer about your divorce or family law matter in California, contact Hoover & Bechtel, L.L.P.

With offices located in San Jose, CA, the family law attorneys of Hoover & Bechtel, L.L.P., serve clients throughout the Bay Area and Silicon Valley in Northern California. We routinely represent clients in the 11 Bay Area counties and beyond including Santa Clara County, Monterey County, Alameda County, Contra Costa County, Santa Cruz County, San Mateo County, San Benito County. Many of our clients are located in the cities of San Jose, Campbell, Cupertino, Los Gatos, Saratoga, Sunnyvale, Mountain View, Fremont, Milpitas, Palo Alto, Gilroy, Morgan Hill, Santa Cruz, Los Altos, Monte Sereno, Woodside, Menlo Park, and Atherton.

Hoover & Bechtel, LLP | 1570 The Alameda, Suite 101 | San Jose, CA 95126


1570 The Alameda, Suite 101, San Jose, CA 95126.  Phone// 408.947.7600.  Fax// 408.947.7603.