The Post-Divorce Checklist: The Obvious and Not So Obvious
1 hour 30 minutes
Ensure nothing slips through the cracks for your clients, post-divorce.
Recently divorced individuals may not be in the mindset to move on. Once a divorce is final, they may want a break from paperwork, lawyers and other professionals, or even thinking about finances. Although that is a normal reaction, the weeks and months immediately post-divorce are important, and a failure to take certain steps could have significant consequences. Professionals guiding recently divorced individuals must be prepared to ensure nothing slips through the cracks post-divorce, so their clients have financial peace of mind. This topic will also explain concrete steps the recently divorced should take to get on the right track financially to take control and make the most of their finances. This information is critical for attorneys, estate planners, business owners and financial planners.
• You will be able to review your final judgment/decree and agreements for executory tasks.
• You will be able to discuss consulting a financial advisor.
• You will be able to review the essentials of estate planning.
• You will be able to discuss tax considerations post-divorce.