Divorce can strain finances as well as emotions. But, with preparation and planning during and after divorce, you can protect your financial interests and take charge of your future well-being.

Some actions to take in the event of a divorce:

  • Obtain an appraisal on all real estate holdings, if needed.
  • Take inventory of all household and multiple residences contents.
  • Compile financial documents that may include credit card statements, bank statements, investments, retirement accounts, and insurance policies.
  • Verify titles and ownership on all assets.
  • Check Blue Book values on vehicles.
  • Locate tax returns filed jointly or separately.
  • Ensure taxes are up-to-date.


  • Prepare a budget to follow until your divorce is final
  • Avoid large purchases that may cause financial complications.
  • Donít move out of your home before consulting your attorney.
  • Donít transfer or give away jointly owned assets.
  • Never sign any document until your attorney reviews it.

Going through a divorce requires you to examine ALL your finances. Your financial advisor, attorney, and tax professional can be helpful resources for complicated questions, such as:

  • Will the divorce decree provide a payout?
  • What are the tax implications of income you may provide or receive, such as alimony or child support?
  • Depending on the timing of your divorce, how will you handle your tax return?
  • Will the ownership of the home or other real estate be transferred to either party in the divorce settlement?
  • Should you change beneficiaries on your life insurance policies, investments, wills, etc.?

As your investment professional we can help you with the ongoing financial decisions during a divorce and we can create a customized plan to help keep you financially solvent in the future.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
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