Session 5.1

Division of Assets/Liabilities & Personal Property Listing

1. Division of Assets & Liabilities

• Financial Experts• Knowledge of Marital Finances• Creation of a Budget

2. Personal Property Listing

• Create Inventory• Binder with Page Protectors• Dated Pictures• Video

3. Moving Personal Property

Be Sure to Specify a Time and Date

4. Vehicles

Name to Reflect Change of Title and Liens

5. Investments

• Gather Pertinent Information• Current Dollar Value

6. Real Estate• All Real Property• Value with Appraisal

7. Life Insurance• Face Value• Beneficiary

8. Wills• Changes• Creation

9. Social Security

• Financial Advisor

10. Attorney Fees

• Expense• Mediation

11. Income Tax Consideration

• Back Taxes• Refunds

12. Retirement Accounts

• Current Statement• State Requirements in Divorce• Options for Division• Set Forth Date of Division

Thank you!