Instructor for this course
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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: November 14, 2020

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  1:47Introduction to Love and Marriage-How to Face Facts
  16:51Questions to Be Asked
  11:51Clarifying Each Party's Attitude Towards Money
  13:54Pulling Credit Reports
  6:21Pulling IRS Transcripts
  5:21Provisions to Clean Up
  10:28Checking Tax Returns, Credit and Financial History
  14:02Attorney's Function
CASE STUDIES
  10:57When to Not to Get Married at All
  8:23When to Schedule the Marriage
  3:05Closing Comments
CONTINUOUS PLAY
  1:43:00Love and Marriage-How to Face Facts
SUPPORTING MATERIAL
  PDFSlides: Love and Marriage
  PDFLove and Marriage Glossary/ Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM