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Financial Records To Take When You Leave

The spouse who was once relatively cooperative may experience delayed anger, refusing you access to that which is ethically if not legally yours. These are the very items that are irreplaceable. So plan well, and don't assume you will be able to go back later for anything. Maybe you can, and maybe you can't.

In What Personal Possessions to Take When You Leave we talked about things that are close to your heart. Now let's think in terms of your divorce and financial future.

Your attorney wants to see the following:

  • Bank account records

  • Savings and Credit Union Account information

  • Checkbook(s)

  • Certificates of Deposit

  • IRA investment records

  • Insurance records (health, life, auto, home and professional)

  • Income tax returns for the last 2 years

  • Loan records, including mortgage, auto, business and other loans

  • Investment reports from brokerage houses, mutual funds and other investments

For more information on the financial aspects of divorce, read Your Pocket Divorce Guide by Linda C. Senn.

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