Recently Divorced

Now that your divorce is final, the next step is to tie up the loose ends you agreed to in your final decree. While some items will be as simple as an address change, other more complex items may include updating your legal documents, changing your beneficiaries, transferring accounts, and executing the QDRO (qualified domestic relations order). At Investment House on Forest, Inc we will work through your final decree to design a personalized step-by-step checklist to help you finalize all that needs to be done. We can work through the steps with you or you can implement them on your own.