Financial Needs Analysis Basic Assumptions


Family Information


CHILDREN


Financial Objectives

Personal Objectives






We have listed several examples for you.
  • Distribution arranged so assets are transferred precisely as desired
  • Minimize estate taxes and cost of transfer at death
  • Review present planning to assure desired distribution with the least costs
  • Protection of assets for children in case of remarriage
  • Ensure that proper steps are taken to protect family
  • Analyze current Life Insurance Program

Trust and Final Expenses





Financial Inventory
ASSETS

Cash

Securities



Life Insurance & Annuities

Retirement Plans

Real Estate

Business Interests




LIABILITIES

Amount Of Life Insurance Inside Estate:

Today

5 Years


Annual Social Security Assumptions:

Deferred Compensation Or Qualified Pension:

Deferred Compensation Or Non-Qualified Pension:

Survivorship:




Retirement: