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A 34-year Marriage’s Assets, Divided Fairly for Both Parties
Memorandum of Understanding for Janice Doe and Jason Doe A) Background: Janice and Jason have been married 34 years. They would like to reach a post-nuptial, separation agreement, delineating how income and expenses will handled as well as the division of property....
Financial Analysis for Doe v. Doe
A) The Purpose for Providing This Financial Analysis For Mr. and Mrs. Doe: The purpose of this report is to render an opinion regarding the amount of investment income that Mrs. Doe can generate from her share of invested marital assets as well as compounded growth...
Tracing of Marital and Non-Marital Value of Jack Doe’s 401K
At the date of marriage on [MM/DD/YYYY], Jack’s 401K had a market value of $86,183. From June 8, 2014 until [MM/DD/YYYY], Tim contributed $7662. Excluding the loan repayment of $2151, the account had a [MM/DD/YYYY] market value of $97,422. The full $7662 in...
Comprehensive Settlement Proposal for Joe and Jill Jones
Gross and Net After-Tax Income for the Parties Joe’s income currently derives from three sources- military, Strong Service Co., and Big Data. The cumulative gross monthly income from all three sources is $17,890 per month or $214,680 per year. Combined and...
Net Present Value Calculation of Military Pension Plans
Overview: Jess retired from the Coast Guard which is part of the Office of Homeland Security [MM/DD/YYY]. Upon retiring, she immediately began receiving distributions from the military pension, associated with her service at the Coast Guard. She receives concurrent...
Outlining the Fair and Proper Division of Retirement and Inherited Accounts
It’s of utmost importance that all calculations are performed based on legitimate account statements rather than spreadsheets provided, even if the divorcing parties agree. Spreadsheets and human attempts at record keeping often carry flaws, can easily disguise or...
Origination and Tracing of Non-Marital and Foreign Funds
Below you’ll find a detailed forensic analysis demonstrating that John Doe had inherited a set of particular properties (names redacted) through gifts and from the estate of his father. In support of the conclusion that these properties are not marital and should not...
Divorce Financial Analysis Case Study A
The three main financial issues addressed in this study are: the division and equalization of marital assets issues surrounding the marital home capital loss carryovers Bank accounts, Investments, and Retirement Accounts Divided Martial Assets Excluding Marital Home...