This course will discuss steps to take to help each finance(e) learn about the other's finances - the good, the bad, and the ugly. How to find the information about each other - with their permission and cooperation. And how to face and fix the problems we discover. This course will cover the following topics:

  • Getting Engaged is Romantic
  • Some Things to Ask
  • Clarifying each party's attitude towards money
  • Pulling Reports
  • Getting answers about invisible obligations - like child support and alimony (in arrears?)
  • Making provisions to clean up problems before marriage
  • OR providing guidance on keeping income and assets separated
  • When to Advise Marriage - if they are NOT Engaged?
  • When to Not to Get Married at All
  • When to Schedule the Marriage
  • How to handle MFJ vs MFS taxes after marriage when someone discovers the new spouse's financial problems
Learning Objectives
  • Discover and clarifying each party's attitude towards money.
  • Explore how to get answers about invisible obligations - like child support and alimony (in arrears?)
  • Identify when to Advise Marriage - if they are NOT Engaged?
  • Identify when to Schedule the Marriage.
  • Recognize how to handle MFJ vs MFS taxes after marriage when someone discovers the new spouse's financial problems.
Last updated/reviewed: August 11, 2023
5 Reviews (47 ratings)

Reviews

5
Anonymous Author
Self explanatory course over how finances could work in a marriage. it's the brutal truth over how to conduct yourself with marriage in regards to finances.
5
Anonymous Author
all must consider the implications of marriage and it is more than tax....
5
Member's Profile
Good instruction in a succint, clear presentation with real-life examples.
5
Anonymous Author
I had no idea that a post-nuptial agreement was a thing.
5
Member's Profile
List of questions to ask each person was helpful.
Prerequisites
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Love and Marriage-How to Face Facts1:47
  Questions to Be Asked16:51
  Clarifying Each Party's Attitude Towards Money11:51
  Pulling Credit Reports13:54
  Pulling IRS Transcripts6:21
  Provisions to Clean Up5:21
  Checking Tax Returns, Credit and Financial History10:28
  Attorney's Function14:02
CASE STUDIES
  When to Not to Get Married at All10:57
  When to Schedule the Marriage8:23
  Closing Comments3:05
CONTINUOUS PLAY
  Love and Marriage-How to Face Facts1:43:00
SUPPORTING MATERIAL
  Slides: Love and MarriagePDF
  Love and Marriage Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam