In New York, the law requires full and complete financial disclosure. Often, one spouse is more familiar with the family finances than the other. You can assist your lawyer in obtaining the necessary financial information if you are able to access and provide copies of the following documents:
- Tax Returns for the past five (5) years;
- Last year’s W-2 Forms for you and your spouse;
- Wage stubs for the past 4 pay periods for you and your spouse;
- Checking account statements for the past 12 months;
- Savings account statements for the past 12 months;
- Deed to the marital home;
- Mortgage Statements for the past 12 months;
- Credit card statements for the past 12 months;
- Utility Bills for the past 12 months;
- Vehicle loan statements for the past 12 months;
- Investment/Brokerage account statements for the past 12 months;
- Retirement/IRA/401-k Accounts for the past 12 months;
- Year-end pension statements for the past 3 years;
- Deeds/Ownership records for any vacation home, income property, time-share units, etc.;
- Mortgage statements for the past 12 months for any vacation home, income property, time-share units, etc.
- Vehicle titles and registrations;
- Boat, trailer, RV, ATV, etc. titles and registrations;
- Life insurance policies/Declaration pages;
- Health insurance card(s), front and back, for your children, your spouse, and you;
- Social Security Income History Statement for you and your spouse.
While this is not an exhaustive list, it is a start and will help move your divorce case along in a timely manner.
At The Rossi Law Firm, our Buffalo divorce team understands the emotional and financial challenges individuals face when confronting the uncertainty of the divorce process. We will be there for you when you need the guidance and direction to get you through the difficult times. If you are ready to move forward with your divorce, call The Rossi Law Firm at 716-854-5555. “It may be the most important call you will ever make!” – Michael Anthony Rossi