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