By Morey Stettner
MarketWatch
January 23, 2025
Lili Vasileff weighs in on remarriage and how financial advisors can help their clients navigate potential challenges.
EXCERPT:
“Instead of cautioning a client not to remarry, advisers should take a different tack,” said Vasileff, president emeritus of the Association of Divorce Financial Planners. “Host a meeting with the client and the would-be spouse. Frame it as a positive, get-acquainted chat.
Ask open-ended questions such as:
-What are your expectations for this marriage?
-What would you both like to achieve?
-What do you each have to let go of?
It’s almost like a mini-mediation to get their goals and values out on the table,” Vasileff said. “If the adviser has qualms about the marriage, asking questions can identify where the glitches are and where the challenges are.”
See the full article at MarketWatch.
