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Financial Information You Might Need |
Real
Estate, Autos, RVs, and Other assets
Real
estate (Marital, rental, vacation homes)
o First,
Second Mortgages
o Lines
of Credit
o Value
of homes - deciding on value
o Tax
values - are they accurate?
o Other
Titled Assets - what are they worth?
- Automobiles
- Boats, RVs
- Motorcycles
Time Shares –
Cost to own, payments and yearly maintenance fees
Other
Assets
o Jewelry,
antiques, collectibles, art, season tickets, tools used in a profession –
description and value
Financial
Assets - Short Term
Checking
Accounts
Savings
Accounts
Money
Market Accounts
Credit
Union Account
Certificates of Deposit
Investment accounts
Stock/Bond/Brokerage accounts
Mutual
Funds
Annuities
Tax refund
checks
Business
interests
Financial
Assets - Retirement
Defined
Benefit plan – current income or expected income upon retirement, does the
plan have surviving spouse benefits?
Defined
Contribution plan
IRAs
401K
plans
Financial
Assets - Educational - Who takes care of these accounts?
UGMA/UTMA accounts
529 Plans
Financial
Assets - Other
ESOP –
Employee Stock Ownership Plans
Stock
Options
Limited
Partnerships
Businesses
Life
Insurance Policy – cash value, borrowed against?
Loans
payable to you
Interest
you hold in a trust
Financial
Liabilities
Mortgages
Car loans
Credit
Card
Student
Loans
Taxes
Owed
Declarations of Income
Salaries, bonuses, commissions, overtime, tips
Business
income – Self Employment, Partnerships, Independent Contracts
Retirement income
Social
Security benefits
Rental
income
Royalties or Trusts
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