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POST DIVORCE CHECKLIST
BE SMART-UNDERSTAND
THE LAW
This is a Post Divorce checklist that you
should consider completing with your finance advisor over the course of
three (3) months to a year to help put your financial affairs in order.
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401 K spousal
transfer to your IRA account
-
Investment
account re-titling of taxable accounts
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Transfer of
company pension benefits to your own account
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Refinance of
current mortgage to your single name only
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Set up of new
Term Life Insurance designed to protect divorce settlement agreement
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Set up of
Children's education accounts
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Post divorce
investment portfolio allocations
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Beneficiary
updates & changes for Wills, Trusts & Investment accounts
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Set up new health
& dental care coverage for yourself and children
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Set up new
homeowners or renters insurance
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Set up new car
insurance for self
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Set up Disability
& Long Term Care coverage for self
-
Retirement
planning
REAL LAWYERS- FOR REAL
PEOPLE- WITH REAL PROBLEMS
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* CONSULTATION AVAILABLE (770)993-3300.
Note: Telephone Conversation / consultation does
not create an attorney client privilege and is
only meant to provide general information. If
you intend to create an attorney client
relationship and privileges you must set an
office appointment.
**Affiliate
offices are separately owned and operated law firms. No other inference
of connection is implied or represented. Law firm does not assume
any responsibility or liability express or implied as to any other
affiliate office.” |
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A Georgia law firm
serving the state of Georgia, Washington D.C. and clients across the
nation. Georgia lawyers are also licensed in the District of Columbia,
Florida and Montana. We work with lawyers around the country to provide
the very best representation.
WE ACCEPT CREDIT CARDS
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