Thank you for the reply - this was one of the first things I did but it's actually fairly difficult to find an accountant or lawyer who's willing and qualified

Thank you for the reply - this was one of the first things I did but it's actually fairly difficult to find an accountant or lawyer who's willing and qualified to discuss my particular situation. Would love for links if anyone has folks they can recommend! We do have a meeting with a financial planner at our credit union scheduled, I'll be interested to see what they say!