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Get Getting Divorced Checklist - Raymond James
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How to fill out the Getting Divorced Checklist - Raymond James online
Completing the Getting Divorced Checklist from Raymond James is a crucial step in preparing for a divorce. This guide will provide clear instructions to help you navigate and fill out the checklist effectively.
Follow the steps to complete the checklist with ease
- Click the ‘Get Form’ button to acquire the checklist and open it in your preferred online editor.
- Begin with the general information section. Ensure that you gather all relevant personal information including each spouse's name, date of birth, and Social Security number, as well as details about children, the marriage, and prior marriages.
- Proceed to assess the financial situation. Enter the income, expenses, assets, and liabilities for each spouse, as well as any employee benefits and insurance policies associated with them.
- Move to the property settlements section. Check if a prenuptial agreement exists, classify all assets as joint or separate, and determine the tax bases for all assets listed.
- In the alimony and child support section, confirm the custody arrangements and whether alimony will be paid, taking into account any tax consequences.
- Examine the marital home section. Determine if the home will be transferred to either spouse or sold, and ensure you calculate the mortgage details and tax costs if applicable.
- Review the retirement planning section by listing relevant retirement plans and deciding on any necessary beneficiary designation changes.
- Conduct tax planning by addressing any necessary filing statuses and agreements between spouses for dependency exemptions.
- Finally, cover any additional matters, including potential changes to wills, insurance policies, and the revision of budgets to reflect new financial realities.
- Once all sections are accurately completed, save your changes, download or print the document, or share it as necessary.
Complete your divorce planning documents online today.
Financial planning through a divorce can help protect your assets and prepare you for going forward on your own. Areas to focus on include asset distribution, tax implications, financial support for the spouse and/or children and potential spousal Social Security benefits. 5 financial considerations in a divorce - U.S. Bank U.S. Bank https://.usbank.com › ... › Financial planning U.S. Bank https://.usbank.com › ... › Financial planning
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