Dear Bev, When is it appropriate to recuse ourselves from a nasty divorce situation between existing clients? We are in a losing place if we take sides, and I do not prefer one member of the couple over the other. I enjoy both and what they are doing to each other – and to their investment portfolio – is atrocious. – Douglas N. Dear Douglas, This is a very sticky wicket, indeed! In fact, there are a number of governing rules, depending on the state you work in, that you must heed. Be sure to find out what rules there are governing financial professionals in your state. To my knowledge, from an ethical standard there is nothing “wrong” with representing both sides in the financial matters. More importantly, you have an opportunity here to have a very direct conversation with these two people that you have worked with and care...