Move or Transfer or Copy an Asset to the Spouse

1

Moving or Transferring Assets

To move an asset from one spouse to another, click on the blue arrow icon (see below) and your asset will be automatically moved to the other spouse.

2

Copying Assets

You also have the option to copy an asset to the spouse rather than transfer it.  If you click on the green arrow icon indicated below, the asset will be copied to the other spouse (and also remain an asset for the client).

If an asset is joint, you will not see these arrow icons. See Handling Joint Assets and Debt for more information.

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