Divorce & Real Estate

DIVORCING? For effective financial planning, you need to know how your divorce decisions affects your house ownership, other real estate, and related taxes.

Click below to download slides from Andrew Samalin’s recent presentation to the Institute for Divorce Financial Analysts & Association of Divorce Financial Planners.

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    Samalin Wealth

    Samalin_Icons_houseOur Team

    Andrew Samalin Wealth, CFP®, EA, CDFA™

    Principal  social-linkedin-outline


    Andrew Samalin Wealth has been advising affluent individuals, businesses and foundations since 1992 and currently manages assets through Samalin Wealth, an SEC Registered Investment Advisory…


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    Laurance J. Kersh, CFP®

    Director – Investments  social-linkedin-outline


    An industry veteran since 1997, Larry joins us from UBS, where he has been advising officers of non-public small and mid-size businesses and professionals. Larry is a Certified Financial Planner®…

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    John R. Fussell

    Vice President – Investments  social-linkedin-outline


    John R. Fussell is a Vice President- Investments at Samalin Wealth. He has been a Wealth Manager of high net worth clients and businesses for over 12 years. Prior to joining Samalin Wealth..

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    Clare Casey

    Senior Service Representative  social-linkedin-outline


    Clare has more than 17 years of securities brokerage experience assisting clients at Wachovia Securities and Morgan Stanley Dean Witter. Clare takes a keen interest in the well-being for those she…

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    Thomas Jay Kowalchuk

    Operations Manager  social-linkedin-outline


    TJay began his career in financial services as a Client Services Associate with Smith Barney in 2005, after graduating from SUNY Binghamton with a Bachelors degree in Human Development. His intrigue…

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    Maria J. McKee, CFP®

    Chief Compliance Officer  social-linkedin-outline


    Maria is a former branch chief in the Investment Management Division of the U.S. Securities and Exchange Commission (SEC). Having worked there for seven years, she gained extensive experience in…

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    Financial Service Associate social-linkedin-outline


    Mishelle graduated from SUNY Oswego with a BS in Accounting and began working in the public accounting sector earning her CPA. She moved on to the private sector was employed by Unilever for 6 years gaining experience in the accounting and internal auditing departments….

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