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SUMMER 2020
Update beneficiaries on retire-
ment, insurance, trust, invest-
ment and savings accounts. You can
skip this step only if you plan for your
former spouse to get your 401(k) if
something happens to you.
Update titles and ownership
records on real estate, vehicles,
boats, retirement plans, college funds,
stocks, bonds, mutual funds, certifi-
cates of deposit, savings accounts, art-
work, collectibles, loans to others and
all other assets — and don't forget your
frequent flier programs.
Get on solid financial
footing after divorce
Divorce is a life event with
significant emotional and
financial consequences. In
the aftermath of dissolving
a marriage, it can be difficult
to keep in mind the dollars-
and-cents details. Here's a
post-divorce checklist to make
sure your financial bases are
covered. By Mark Henricks