Financial Issues We Will Discuss

This is just a sample of topics that are discussed in your financial mediation. Your mediator will guide you through a comprehensive process that not only includes the sample subject areas, but through areas which are often left unaddressed and unresolved.

REAL ESTATE

  • Family residence
  • Rental Property
  • Vacation property – including timeshares
  • Business/Investment property

PERSONAL PROPERTY

  • Savings and bank accounts
  • Stocks, bonds, other securities and investment accounts
  • Government Pension Plans
  • Deferred Compensation Plans
  • IRAs, 401k, 403b
  • Stock Options, ESOPs
  • Tax refunds
  • Refunds due, amounts owed, back taxes
  • Life Insurance Value
  • Educational Accounts
  • Collectibles, art, firearms, jewelry
  • Club memberships, season tickets, etc
  • Pets
  • Household Items/furniture
  • Vehicles – value, titling after assignment

BUSINESS & RELATED

  • Asset values
  • Business valuations

DEBTS

  • Personal Loans
  • Credit card debts
  • Past taxes

SPOUSAL SUPPORT

  • Appropriateness –What are the future financial needs of each spouse?
  • How Paid
  • Amount
  • Duration
  • Circumstances when increased, reduced, suspended, terminated; one-time cash settlement