Worksheet 4: Prenup Goals-- PRE NUPTIAL AGREEMENT

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Worksheet 4: Prenup Goals-- PRE NUPTIAL AGREEMENT Powered By Docstoc
					____________                                 ____________________________________
Date Prepared                                Your Name

                            Worksheet 4: Prenup Goals

     [Check all that apply; highlight or mark those that are most important to you]

Property Ownership

[ ] 1. Keep my premarital assets separate

        Exceptions: ______________________.

[ ] 2. Have the following assets acquired during marriage considered separate property,
        marital property, or community property:
                                                                      Marital    Community
                                                           Separate   Property   Property

   a. Real estate purchased during our marriage              [ ]        [ ]        [ ]

   b. Each person's salary earned during marriage            [ ]        [ ]        [ ]

   c. My retirement benefits earned during our marriage [ ]             [ ]        [ ]

   d. Stock options and other employment benefits            [ ]        [ ]        [ ]

   e. Any increase in the value of a premarital business     [ ]        [ ]        [ ]

   f. Other investments made during our marriage             [ ]        [ ]        [ ]

   g. Joint bank accounts                                    [ ]        [ ]        [ ]

   h. Other: ______________________________                  [ ]        [ ]        [ ]

        Comments: ____________________________________

[ ] 3. Include the following special provisions regarding assets acquired during
        marriage:

        ________________________________________

Debts

[ ] 4. Protect one or both of us from the other person's premarital debts

[ ] 5. Protect one or both of us from the other person's business debts or other debts
       incurred during marriage

Financial Responsibilities During Marriage

[ ] 6. Specify a process for filing income tax returns each year

[ ] 7. Specify each person's responsibility for household expenses while we're married

[ ] 8. Other: ____________________________

Estate Planning

[ ] 9. Provide for my children

[ ] 10. Pass on family property

[ ] 11. Avoid disagreements between my spouse and my other heirs after my death by
       including certain terms in my estate plan

[ ] 12. Provide for my support if my spouse dies

[ ] 13. Provide for my spouse when I die

Divorce

[ ] 14. Avoid an expensive and complicated divorce by deciding property issues in
       advance

[ ] 15. Specify that I [choose one: will/will not] receive alimony if we get divorced

Other Goals

[ ] 16. __________________________________

				
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Description: Worksheet 4: Prenup Goals- PRE NUPTIAL AGREEMENT
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