Everyone Has Something of Value

You may be surprised at exactly how much you are actually worth.  Everyone has assets – a home, car, personal property, savings accounts, retirement money, etc.

It is important to:
•	Protect what you’ve earned
•	Preserve your assets for future generations
•	Grow your assets

Use the simple worksheet below to estimate what your estate is worth.

Assets	Market Value
Certificates of Deposit, Money Market Accounts, and Other Cash	$____________
Stocks, Bonds and Mutual Funds	____________
Mortgages and Other Debts Owed to You	____________
Other Investments	____________
Employer-Sponsored Retirement Plan Benefits	____________
Individual Retirement Accounts	____________
Personal Residence	____________
Vacation Home / Time Share	____________
Other Real Estate	____________
Business or Partnership Interests	____________
Life Insurance Proceeds	____________
Automobiles and Recreational Vehicles	____________
Jewelry	____________
Collectibles	____________
Other (furniture, personal belongings, etc.)	____________
TOTAL GROSS ESTATE	$____________

     
 

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