Step One: Assess Your Planning

Financial Planning for the Future

Step One: Review Your Assets

You must first determine what future-care planning is necessary. Please take a moment to complete the following checklist to help you determine exactly which areas you need to plan for in order to protect your loved one's interests. If you would like to go to a printer friendly document, please click on the icon below.

What assets do I need to protect for my loved one?

Name:
Date:

Section A: Accounts, Investments, Real Estate, Business Interests.
Enter items and amounts in each area.

1. Bank Accounts (checking, savings):

2. Stocks, Bonds, Mutual Funds, etc:

3. IRA's, Annuities, etc:

4. Real Estate:

5. Businesses:

6. Other:

Total of the Amounts of lines 1 through 6 =

Section B: Life Insurance Policies. (Attach extra pages as needed.)

1. Company:

Policy Number:

Insured:

Beneficiary:

Cash Value:

Amount of Policy:

2. Company:

Policy Number:

Insured:

Beneficiary:

Cash Value:

Amount of Policy:

Section C: Personal Property. (List all property which would have monetary value if it were sold. Use appraised values or estimate value, as of this date.)

Total Value of Personal Property:

Section D: Your Debts. (List mortgages, car loans, credit card debts, etc.)
1. Description:

Owed to:

Amount:

2. Description:

Owed to:

Amount:

3. Description:

Owed to:

Amount:

Total Amount of Debts:

Section E: Available Assets. (To figure this, add the total amounts of Sections A, B, and C. Enter this figure on line 4. On line 5, enter the total amount of debts from Section D above. Subtract line 5 from line 4. This is the Total Value of Assets available to you now.)

1. Section A Total:

2. Section B Total:

3. Section C Total:

Total Assets:

Total Debts:

= Total Available Assets

Did you understand all the terms in this section? If NOT, visit our "Financial Definitions" section by Clicking Here. If you have any questions about how the terms are used, see our "Frequently Asked Questions" section by Clicking Here.

Once you are satisfied you have the information you need,continue on to Step Two by Clicking Here.

Disclaimer Notice

Financial Concerns Section Outline
Introduction to the Financial Concerns Section
FAQ's
Financial Concerns Definitions
Financial Concerns Links- other helpful websites

Step 1- Review Your Assets- Here
Step 2- Understanding Financial Issues
Step 3- Evaluating Your Knowledge
Step 4- Documenting your Choices

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