Financial Plan. for. George J Jones. and. Marianne P Jones
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1 Financial Plan for George J Jones and Marianne P Jones Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 1
2 Financial Plan Husband: George J Jones Wife: Marianne P Jones Date: - 1:41pm Case: Harold J Jones vs. Marianne P Jones Judge: Marion Winslet, phone: Court: Family Court 333 Monroe St Court address 222 Newtown, PA Phone: Fax: Prepared by: Allan Baron, Esq. Allan baron, JD,CDFA(tm) Baron Law & Mediation, LLP 150 Chestnut St Andover, MA Phone: allan@baronlawmediation.com This report is not to be considered legal or tax advice. For legal advise and tax advice contact a professional in that area. This report is not to be considered an attorney client document nor has it established an attorney client relationship unless otherwise agreed to in writing. Contact & Background Information George J Jones SSN: Birth Date: 4/5/1970 State where George J Jones lives: MA Address: 17 Merion Ln, Merion, MA Phone: hjones@merrybuilders.com Marianne P Jones SSN: Birth Date: 11/20/1973 State where Marianne P Jones lives: MA Address: 40 Winding Way, Berwyn, MA Phone: marianne55@hotmail.com Children Tiffany Birth Date: 4/5/1998 Tiffany is a child of this relationship. Tiffany is young enough to be eligible for child support. George J Jones will claim the tax exemption. Tiffany will be a tax exemption until 21. Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 2
3 Amber Birth Date: 12/2/2000 Amber is a child of this relationship. Amber is young enough to be eligible for child support. George J Jones will claim the tax exemption. Amber will be a tax exemption until 21. Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 3
4 Table Of Contents Key Reports One-Page Summary Division of Marital Property Projected After-Tax Cash Flow Projected Net Worth Budget Report Backup Reports for Net Worth / Property Line Items IRA / 401(k) Assets Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 4
5 One-Page Summary Monthly totals for George J Jones or Marianne P Jones. Total Income George Marianne Wages and Salary $14,583 $4,117 Child Support Received 0 0 Alimony Received 0 1,000 All Other Income TOTAL INCOME 15,250 5,325 Total Expenses Child Support Paid 0 0 Alimony Paid 1,000 0 All Other Expenses 6,447 6,778 TOTAL EXPENSES 7,447 6,778 Taxes Federal Income Tax 3, State Income Tax Local Tax on Wages 0 0 FICA/Medicare Tax TOTAL TAXES 5, Budget Net Income BUDGET NET INCOME 2,547-2,149 Property Marital Property 133,889 60,147 Separate Property 0 80,854 TOTAL PROPERTY $133,889 $141,001 Miscellaneous Number of Dependents 2 0 Filing Status Filing Separate Head Hsld Alimony paid, % of gross income 7 0 Child Support paid, % of gross income 0 0 Combined pmts, % of gross income 7 0 Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 5
6 Division of Marital Property Property division report for George J Jones and Marianne P Jones. George Marianne Total Amount Pct Amount Pct Amount Real Estate Equity 40 Winding Way (1) $40,000 $40,000 $80,000 Total Value $450,000 1st Mortgage $320,000 Equity $130,000 Vacation Home $81,250 $0 $81,250 Total Value $100,000 1st Mortgage $18,750 Equity $81,250 Total Real Estate Equity $121,250 75% $40,000 25% $161,250 Cash & Investments Cash-Equivalent Investments: First Union $1,875 Bank of America (2) $0 Bank of America $3,292 Total Cash-Equivalent $0 0% $0 0% $5,167 Other Investments: Vanguard Index $12,755 Nuveen Bond Fund $10,000 Municipal Bonds $20,000 Total Other Investments $0 0% $0 0% $42,755 Total Investments $0 0% $0 0% $47,922 Businesses Mary Kay franchise $0 $0 $0 Total Businesses $0 0% $0 0% $0 Cars and Personal Effects Jewelry $1,500 $0 $1,500 Paintings (3) $700 $0 $700 Honda civic $21,000 Toyota Corolla $24,000 Total Personal Items $2, % $0 0% $47,200 Subtotal Non-Retirement $123,450 76% $40,000 24% $256,372 IRAs and 401(k)s Vanguard IRA $12,555 $0 $12,555 Total IRAs and 401(k)s $12, % $0 0% $12,555 Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 6
7 Division of Marital Property (cont.) Property division report for George J Jones and Marianne P Jones. George Marianne Total Amount Pct Amount Pct Amount Defined Benefit Pensions Teachers Retirement Fund $0 $22,263 $22,263 Total Pensions $0 0% $22, % $22,263 Subtotal Retirement $12,555 36% $22,263 64% $34,818 Total Assets $136,005 69% $62,263 31% $291,190 Debts MasterCard Bank Two ($1,728) ($1,728) ($3,456) VISA Country Card ($388) ($388) ($775) Total Debt ($2,116) 50% ($2,116) 50% ($4,231) Total Debts ($2,116) 50% ($2,116) 50% ($4,231) Total Assets $136,005 69% $62,263 31% $291,190 Total Debts ($2,116) 50% ($2,116) 50% ($4,231) Total Marital Property $133,889 69% $60,147 31% $286,959 Equalization Payment ($36,871) $36,871 Total Marital After Equalization $97,018 50% $97,018 50% Note: $92,923 is unallocated. Also, "Total Amount" column may not add due to rounding. Footnotes: (1) 40 Winding Way - Marianne will remain in the marital home. (2) Bank of America - Funds from Inheritance, kept separate. Value is as of most recent bank statement. (3) Paintings - Paintings have sentimental value to Marianne Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 7
8 Division of Marital Property (cont.) Division of Marital Property: George property after payment $97,018 - (50.0%). Equalization Payment George Marianneproperty before payment $60,147 - (31.0%). Marianne Equalization Payment $36,871 - (19.0%). Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 8
9 Projected After-Tax Cash Flow Projected After-Tax Cash Flow for George J Jones or Marianne P Jones for 10 years. George Marianne George Marianne 2010 $ 30,563 ($ 25,784) 2015 $ 50,592 ($ 81,755) 2011 $ 37,919 ($ 28,244) 2016 $ 51,851 ($ 90,229) 2012 $ 39,349 ($ 30,740) 2017 $ 53,269 ($ 99,500) 2013 $ 40,769 ($ 33,458) 2018 $ 54,754 ($ 147,308) 2014 $ 42,229 ($ 36,905) 2019 $ 56,152 ($ 124,612) George Marianne $100,000 $50,000 $ $-50,000 $-100,000 $-150,000 Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 9
10 Projected Net Worth Projected Net Worth for George J Jones or Marianne P Jones for 10 years. George Marianne George Marianne 2010 $ 175,955 $ 131, $ 485,478 $ 59, $ 228,649 $ 127, $ 565,685 $ 1, $ 285,080 $ 123, $ 650,831 ($ 63,202) 2013 $ 345,405 $ 117, $ 741,207 ($ 173,964) 2014 $ 409,840 $ 110, $ 836,888 ($ 260,047) George Marianne $1,000,000 $800,000 $600,000 $400,000 $200,000 $ $-200,000 $-400,000 Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 10
11 Budget Report for 2010 Budget Report for George J Jones and Marianne P Jones for 2010 This report shows George's and Marianne's income, taxes, expenses, including alimony income and child support income, including alimony expenses and child support expenses. George Marianne Monthly Monthly Income Red Rock, LLC $14, $0.00 School district , Bonuses Total Wage and Non-Wage Income $15, $4, Investment Income Bank of America $0.00 $41.67 Total Investment Income $0.00 $41.67 Business Income Mary Kay franchise $0.00 $ Total Business Income $0.00 $ Support Received Alimony Received $0.00 $1, Total Support Received $0.00 $1, TOTAL INCOME $15, $5, Mortgage Payments 40 Winding Way $0.00 (1) $3, (1) Vacation Home Total Mortgage Payments $0.00 $3, Living Expenses Union Dues $0.00 $20.00 Rent 1, Homeowners' Insurance Real Estate Tax Cable TV Internet Access Painting/Wallpapering Household Supplies Maid/Cleaning Service Lawn Service Utilities - Electricity Utilities - Oil Heat Car Payments Car Insurance 1, Car Gasoline/Oil Car Maintenance and Repair Car License/Stickers Parking Public/Alt. Transportation Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 11
12 Budget Report (cont.) George Marianne Monthly Monthly Child Care - Day Care Child Education Lunches Bank Fees Cell Phone Clothes Charitable Church/Synagogue/Mosque etc Dues/Clubs Entertainment Food/Groceries Gifts Hair Laundry Legal and Accounting Previous Relship Child Support Restaurants Subscriptions, Books Toiletries/Grooming/Drug Store Vacations Health Insurance Medical/Doctor Dental Drug & Prescription Total Living Expenses $6, $2, Payments on Debt MasterCard Bank Two $6.50 $6.42 Total Payments on Debt $6.50 $6.42 Support Paid Alimony Paid $1, $0.00 Total Support Paid $1, $0.00 TOTAL EXPENSES $7, $6, Taxes Federal Taxes $3, $ FICA & Medicare $ $ State Taxes (estimate only) $ $ Local Wage Tax $0.00 $0.00 TOTAL TAXES $5, $ Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 12
13 Budget Report (cont.) George Marianne Monthly Monthly Total Income $15, $5, Minus Total Expenses (7,447.33) (6,778.08) Minus Total Taxes (5,255.75) (695.58) BUDGET NET INCOME $2, $(2,148.67) Footnotes: (1) 40 Winding Way - Marianne will remain in the marital home. Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 13
14 IRA / 401(k) Assets IRA / 401(k) assets report for George J Jones or Marianne P Jones. If IRA assets are distributed to cover negative cash flow, then the value shown of the IRAs will decline. If a party owns more than one IRA, IRAs are used in the order listed. The securities and IRAs distributed to cover negative cash flow are detailed in the report entitled "Liquidations to Cover Negative Cash Flow." Data Entries: George Marianne Total Amount Pct Amount Pct Amount IRAs and 401(k)s Vanguard IRA $12,555 $0 $12,555 Total IRAs and 401(k)s $12, % $0 0% $12,555 Year George's share of Vanguard IRA Starting value: 12,555 13,183 13,842 14,534 15,261 16,024 16,825 17,666 18,549 19,476 Plus: Growth for year Value after Growth 13,183 13,842 14,534 15,261 16,024 16,825 17,666 18,549 19,476 20,450 Year End Value 13,183 13,842 14,534 15,261 16,024 16,825 17,666 18,549 19,476 20,450 Total IRAs and 401(k)s George 13,183 13,842 14,534 15,261 16,024 16,825 17,666 18,549 19,476 20,450 Marianne Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 14
15 IRA / 401(k) Assets (cont.) IRAs and 401(k)s Graph: George Baron Law & Mediation, LLP Prepared by Allan Baron, Esq. Allan baron, JD,CDFA(tm) (c) Family Law Software, Inc. v :41pm George J Jones & Marianne P Jones Page 15
Financial Plan. George J Jones. Marianne P Jones. for. and 4/4/2011
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Financial Plan. for. George J Jones. and. Marianne P Jones
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