Rod Wells, CFPTM

DECISIONS
TO BE MADE


PARENTING
Where will the children live?      Will we each stay in the area?
When will we be with the children?    How to share important records?
Ways to keep each other informed?
How about grandparents seeing the children?

SUPPORT
How will we support the children financially?
Will either spouse require financial support?
  How long will support last?

INSURANCE
What is the best way to cover medical expenses?
Is life insurance necessary?

INVESTMENTS AND REAL ESTATE
If there is a house who will occupy it?
Should it be sold?
Are there any other investments or real estate to divide?

RETIREMENT PLANS
How much are they worth?         How should they be shared?

BUSINESS AND PROFESSIONAL ASSETS
How much are they worth?         How should they be divided?

DEBTS AND LIABILITIES
How will they be divided?         Will any be paid off?

INCOME TAXES
Can we cooperate for the most deductions, credits and the lowest taxes?

FUTURE DISPUTES             
Should we come back to mediation?

MISCELLANEOUS
What's the best timing?          What criteria for divorce will we use?

BENEFITS OF MEDIATING

                                                   

HOW
MUCH ?

HOW LONG ?

MEDIATING
VS
LITIGATING

FINANCIAL
PLANNING
 & TAXES

Rod Wells, CFPTM

     Mail to: 11 Frost Lane                               
                   Cornwall, NY 12518-1305                          
      Offices at: Cornwall, NYC, Mount Kisco, New Paltz, New York                      and Connecticut by appointment                                                                                                         
                                               
     Phone: (845) 534-7668  FAX: (845) 534-4608  e-mail:  roddywells@aol.com
       
© Rod Wells, 1998, 2001,2004