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Separation and Divorce Checklist
- Access to Information & People: Educational and medical records; Teachers, doctors, etc.
- Medical Emergencies: Decision-making, notification, legal consent
- Daily Schedule: Children's living arrangements for a typical week
- Holidays: Secular and religious holidays, birthdays, reunions
- Vacations: Summer vacations, winter and spring breaks, travel
- Transportation: Pick-up and drop-off arrangements
- Parental Change of Residence: Restrictions, notice to other parent
- Decision-Making (legal custody): Major decisions about education, medical treatment, religion, discipline, safety
- Renegotiation: Periodic review of plan, building in flexibility
- Conflict Resolution: Structure
for settling any future disputes
- Full Disclosure: Gathering and sharing of financial information and documentation concerning all assets and debts
- Procedure for Division:
• Identification
• Valuation
• Marital vs. Non-Marital
• Division - Some Categories of Assets:
• Household Furnishings
• Vehicles
• Other Personal Property
• Bank Accounts
• Accounts Receivable
• Stocks, Bonds, Funds
• Real Estate
• Life Insurance
• Business Interests
• Pensions, IRA, 401(k), etc.
• Patents, Stock Options, etc. - Some Categories of Debts:
• Mortgages
• Bank Loans (e.g., car loans)
• Loans on Life Insurance
• Personal Loans
• Credit Cards
- Budgeting: Children's expenses and parents' expenses
- Income: Identifying all sources
- Child Support: Calculating basic support level, school tuition, extraordinary medical expenses, childcare expenses, camp fees
- Alimony: Amount and duration
- Adjustments: Cost of living,
changed circumstances
- Medical Insurance
- Life Insurance
- College Tuition & Expenses
- Taxes
• Joint or Separate Returns?
• Dependency Exemptions
• Dividing Refunds & Liabilities
• Alimony vs. Child Support
