Tags

INCOME

  • Pay stub
  • Pension plan
  • Retirement account
  • Social security estimated
  • Tax return

ASSETS

  • Bank/credit union statements
  • Brokerage account statements
  • Retirement account statements
  • Stocks, bonds, mutual funds etc.
  • Primary and other property values
  • Deferred compensation
  • Annuity statements

EXPENSES

  • Mortgage statements
  • Loans

INSURANCE

  • Life insurance statements
  • Employer or self-employed benefits statements
  • Disability income statements
  • Long-term care insurance coverage statements

OTHER

  • Trust agreements/wills, other forms
  • Benefits booklet
  • Current home value, fmv
  • Business owner information: tax returns, balance sheet, etc.

 

 

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