Estate/Financial Planning/Legal Separation/Divorce

Financial Planning, Post-Divorce

From Florida’s Bradenton Herald, here’s a Cliff Notes version of helpful post-divorce financial planning steps.  (As I update this in 2016, the original post has been taken down.  Still, these are valuable points to review.)

  1. Start with a financial planner.
  2. Talk with an estate planning attorney.
  3. Make a guardianship plan for your kids.
  4. Plan for special needs kids.
  5. Re-visit insurance.
  6. Review account titling and beneficiaries on investments.  (I recently wrote about the beneficiary designation piece here.)