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In our thorough interview, we suggest that we bring with
you:
- Copies of federal income tax
returns for the last three years.
- Outlines or other information regarding corporate benefits,
such as hospitalization, disability
insurance,
etc.
- Life insurance Policies or
summary of policies owned.
- Estimate of monthly/annual
spending information. Forms
will be provided to help establish your spending plan.
- Annual reports, tax returns,
and other agreements regarding ownership in closely held
corporations, partnerships, joint ventures, or other businesses.
- Copies of any trust agreements in
effect.
- Copies of divorce settlements,
separation agreements, etc.
- Most recent report of vested
interest in pension and/or
profit sharing plans,
including IRAs.
- Copies of latest available statements from
banks, brokerage houses, mutual funds, retirement plans,
company stock options, etc.
- Listing of assets
with an estimate of fair market values, as well as a listing
of liabilities (which
may be presented informally or we will provide forms).
- Copies of other insurance
policies (automobile, homeowners, umbrella, etc.).
- Copies of existing
wills.
- Federal estate
tax returns,
if you or your partner has been the beneficiary of any estates.
- Federal gift
tax returns.
- We will also ask you to bring any other items you think
are relevant to your financial plan.
Downloadable Forms (PDF):
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