9780470482049

Personal Financial Planning for Divorce : Real-World Strategy for Success

by
  • ISBN13:

    9780470482049

  • ISBN10:

    0470482044

  • Edition: 1st
  • Format: Hardcover
  • Copyright: 2009-10-12
  • Publisher: Wiley
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Supplemental Materials

What is included with this book?

  • The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

Summary

This book contains all the guidelines for minimizing damage throughout the difficult process of divorce. It includes strategies necessary to safeguard assets in advance of filing, how to cope with issues beyond oners"s control, and how to effectively plan going forward after the divorce. The book includes examples of how not to handle the divorce process and how these issues should be handled, including checklists, planning charts, forms and tables. It provides a turnkey approach towards planning for divorce.

Author Biography

Jeffrey H. Rattiner, CPA, CFP®, MBA, RFC, is a well-known professional speaker,educator, and author ofnine major financial books, including the bestsellers Rattiner's Review for the CFP® Certification Examin-ation, Fast Track Study Guide (Wiley) and Getting Started as a Financial Planner. Rattiner is a leading innovator on financial planning educational topics and his program, Rattiner's Financial Planning Fast Track®, continues to raise the industry bar by training financial services professionals to obtain their Certified Financial Planner® (CFP) certification in an accelerated format nationwide. He lectures to many large financial services organizations, has been a columnist for many of the industry trade publications, has been named to the 2003 CPA All-Stars in Personal Financial Planning by CPA Magazine, and has been quoted in many trade and consumer publications.

Table of Contents

Prefacep. xi
The Unthinkablep. 1
Divorce from a Personal Financial Planning Perspectivep. 2
Divorce Etiquettep. 4
Should You File?p. 5
Should You Separate or Divorce?p. 6
Types of Divorcep. 7
What Will Others Think?p. 10
What to Do First: Looking at the Big Picturep. 11
Taking the High Roadp. 12
Regroupingp. 13
Informing the Childrenp. 13
Coming to Grips with the Reality of the Situation: Representationp. 16
Hiring an Attorneyp. 19
Involving Others: Your Support Teamp. 28
Becoming Too Passivep. 29
What to Do Before You Leave Home for Goodp. 29
Rattiner's Planning Tipsp. 30
Minimizing the Damagep. 33
Negotiating Your Way out of a Trialp. 33
Early-on Negotiationsp. 34
Can You Negotiate What You Want?p. 37
Negotiating through Your Lawyerp. 38
Last-Minute Negotiations: The Settlement Conferencep. 38
Take Care of Yourself-It's All About Mep. 39
Take Care of Your Familyp. 41
Protect Your Mailp. 43
Protect Your Computerp. 44
Close Joint Accountsp. 45
Utilitiesp. 47
Establish Your Own Creditp. 48
Protect Your Separate Propertyp. 50
Filing a Tax Returnp. 51
Relief from Joint Liabilityp. 52
Temporary Support Agreementsp. 53
Reentering the Workforcep. 55
Rattiner's Planning Tipsp. 56
Paying for Divorcep. 59
Costs Involvedp. 59
What Should You Pay for in the Divorce?p. 60
How Long Will You Have to Pay These Expenses?p. 61
Creating a Budgetp. 62
Analyzing Your Incomep. 65
Going Solop. 67
Joint Assetsp. 68
How to Pay for It: Avoid Paying for Your Ex's Legal Feesp. 74
Rattiner's Planning Tipsp. 78
Plan of Attack: Let the Games Begin!p. 79
Taking Your Ex Outp. 79
Litigationp. 80
Anything Other Than Litigationp. 83
Mediationp. 83
Collaborative Divorcep. 88
Arbitrationp. 89
The Preliminaries: Gathering the Evidencep. 90
Rattiner's Planning Tipsp. 95
Alimony and Child Support Issuesp. 97
Alimony: Maintenance and/or Spousal Supportp. 97
Alimony Recapture: Too Much Alimony Paid Too Soonp. 105
Child Supportp. 106
Rattiner's Planning Tipsp. 114
Divorce Can Be Taxing!p. 117
Property Setdementsp. 117
Filing Statusp. 121
Sale of the Principal Residencep. 129
Like-Kind Exchanges under IRC Section 1031p. 134
Tax Credits Regarding Childrenp. 137
Rattiner's Tax Planning Tipsp. 138
Retirement Plansp. 141
Vesting Rulesp. 142
Types of Retirement Plansp. 143
Understanding Qualified Domestic Relations Orders (QDRO)p. 152
Valuation of Retirement Plansp. 155
Determining How Much of the Valuation Is Your Sharep. 157
Using Retirement Assets to Buy Out or Balance Out Equityp. 158
Your Ex's Remarriage or Death and Your Vested Pension Benefitsp. 159
Discovery of Retirement Plansp. 159
Common Mistakes Pertaining to Retirement Plansp. 162
Rattiner's Planning Tipsp. 163
Valuation Issuesp. 167
Property Division Issuesp. 167
Common Law versus Community Propertyp. 167
Closely Held Business Valuationp. 173
Stock Redemptionsp. 180
Partner Liquidationsp. 180
Stock Optionsp. 182
Rattiner's Planning Tipsp. 184
Redesigning Your Personal Financial Plan after the Divorcep. 187
The Personal Financial Processp. 189
The New and Improved Game of Life: Executive Summaryp. 190
Designing the Personal Financial Planp. 194
The Personal Financial Planning Disciplinesp. 202
Rattiner's Financial Planning Tips Checklistp. 247
Afterward: The 25 Steps to Future Successp. 255
Recapp. 255
Financial Planning Responsibilities That Need to Be Followed Upp. 257
Other Critical Issues That Need Your Follow-upp. 267
Rattiner's Planning Tipsp. 279
Planning for Same-Sex Couple Divorces: Issues Specific to These Couplesp. 283
Domestic Partnership Agreement/ Cohabitation Agreementp. 285
Last Will and Testamentp. 286
Rattiner's Planning Tipsp. 290
Appendix: Charts and Formsp. 293
About the Authorp. 313
Indexp. 315
Table of Contents provided by Ingram. All Rights Reserved.

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