Boston, MA family law attorney Terri Partridge talks how stocks, bonds, and real estate get divided in a MA divorce. She approaches the division of assets with a commitment to achieving equitable distribution, carefully considering the unique characteristics of each asset. Her strategy involves allocating assets in kind, avoiding the commingling of disparate assets, such as retirement funds and home proceeds. A crucial element of her approach is the thorough assessment of tax implications related to the assignment of various assets, encompassing equity, stocks, and bonds.

For financial instruments like stocks and bonds, she guides the wealth advisor or manager to ensure an equal division, maintaining identical cost basis and asset holdings for each party. The overarching objective is to attain parity in asset distribution. In cases involving real estate retention, she may advise offsetting with cash to preserve equilibrium, underscoring the importance of comprehending the tax implications linked to diverse asset types. Her approach ensures that each party is left with an equitable share in the final distribution of assets.