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Financial education

Create an asset and debt inventory

A practical method to list balances, ownership records, tax basis and debt obligations without deciding legal property rights.

Open the Settlement Asset After-Tax Comparison

Use dated records

Make separate lists of assets and liabilities. For each asset, note the statement date, estimated value, liquidity, recorded ownership and whether a basis record is available. For debt, note the balance, interest rate, required payment and whose name is on the agreement.

Do not enter account numbers, spouse identity or statements into this website. Store your working documents privately and share them only through a suitable channel agreed with your professional.

  • Cash and deposit accounts; investments and retirement accounts.
  • Real estate, vehicles and other significant property.
  • Mortgages, credit cards, personal loans and tax obligations.
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Sources referenced

  • Consumer Financial Protection Bureau: money tools

    Spending trackers, cash-flow budgeting, debt logs and organizing financial goals.

    Last checked: 2026-11-08Verification: Destination retrieved. Link access checked; confirm current program details directly.

  • Consumer Financial Protection Bureau: divorce and credit

    A divorce decree does not automatically remove contractual responsibility for joint debt.

    Last checked: 2026-11-08Verification: Resource retrieved and identified from its published page. Confirm current eligibility, facilities and instructions directly.

  • IRS Publication 504

    Federal filing status, alimony instrument dates, property transfers, carryover tax basis, and IRA transfers incident to divorce.

    Last checked: 2026-11-09Verification: Destination retrieved and supporting content reviewed. Not individualized legal, tax or investment advice.

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