Helping You With a Divorce Action Plan
Are you getting divorced, in the middle of divorce proceedings or recently divorced?
The Stonebridge team will be able to help you work through your financial and estate matters by crafting a useful checklist to help you navigate into this new chapter in your life. This is not an exhaustive list and time requirements for some items may be controlled by your divorce decree:
Notify insurance companies or your insurance agent by phone, to request, and file appropriate forms to change beneficiaries and policies if needed:
Employer Accounts (Don't forget old employers)
Electricity, water, gas
Lawn/pest control, etc..
This information is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. Please consult with your tax, legal or financial advisor prior to making any decision based on any specific information contained herein.