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Assets - Personal Fiscal Fitness Trainer - Home

VIEWS: 4 PAGES: 10

  • pg 1
									Description of Property            Type of      Percentage   Net Value of Initial Thoughts on Disbursement
                                   Ownership    you Own      Ownership



Assets
Liquid Assets

Cash




Savings Accounts




Checking Accounts




Money Market Accounts




Certificates of deposit


Types of Ownership: JT (Joint Tenancy), TE (Tenancy by the Entirety, Married), SP(Separate Property), P (Partnership), CS (Corporate
                                                                 Shares), LLC (Limited Liability Company), TIC (Tenancy in Common)
Description of Property                Type of     Percentage   Net Value of Initial Thoughts on Disbursement
                                       Ownership   you Own      Ownership




Mutual funds




Tradable stocks and securities




Government bonds




Other Personal Property
(all your property except liquid
assets, business interests, and real
estate)




Types of Ownership: JT (Joint Tenancy), TE (Tenancy by the Entirety, Married), SP(Separate Property), P (Partnership), CS (Corporate
                                                                 Shares), LLC (Limited Liability Company), TIC (Tenancy in Common)
Description of Property            Type of      Percentage   Net Value of Initial Thoughts on Disbursement
                                   Ownership    you Own      Ownership

Automobiles and other vehicles,
including planes, boats, RVs




Cameras, computers, and other
electronic equipment




Precious metals




Household goods




Clothing




Jewelry and furs


Types of Ownership: JT (Joint Tenancy), TE (Tenancy by the Entirety, Married), SP(Separate Property), P (Partnership), CS (Corporate
                                                                 Shares), LLC (Limited Liability Company), TIC (Tenancy in Common)
Description of Property                 Type of     Percentage   Net Value of Initial Thoughts on Disbursement
                                        Ownership   you Own      Ownership



Art works, collectibles, and antiques




Tools and equipment




Valuable livestock, animals


Money owed you – personal loans




Vested interest in profit sharing
plans, stock options, etc.



Limited partnerships


Types of Ownership: JT (Joint Tenancy), TE (Tenancy by the Entirety, Married), SP(Separate Property), P (Partnership), CS (Corporate
                                                                 Shares), LLC (Limited Liability Company), TIC (Tenancy in Common)
Description of Property                Type of     Percentage   Net Value of Initial Thoughts on Disbursement
                                       Ownership   you Own      Ownership




Vested interest in retirement plans,
IRAs, death benefits, annuities




Life insurance


Frequent flyer miles (list airlines)




Miscellaneous (any personal
property not listed above)



Business Personal Property

Patents, trademarks, royalties,
copyrights,




Types of Ownership: JT (Joint Tenancy), TE (Tenancy by the Entirety, Married), SP(Separate Property), P (Partnership), CS (Corporate
                                                                 Shares), LLC (Limited Liability Company), TIC (Tenancy in Common)
Description of Property                  Type of     Percentage   Net Value of Initial Thoughts on Disbursement
                                         Ownership   you Own      Ownership

Business ownership (partnerships,
limited liability companies,
corporations, etc. List separately and
use separate sheet if you need)

Name and Type of Business




Miscellaneous receivables
(mortgages, deeds of trust, or
promissory notes held by you, any
rents dui from income property
owned by you; and payments due for
professional or personal services or
property sold by you that are not
fully paid by the purchaser)




Real Estate

Address



Types of Ownership: JT (Joint Tenancy), TE (Tenancy by the Entirety, Married), SP(Separate Property), P (Partnership), CS (Corporate
                                                                 Shares), LLC (Limited Liability Company), TIC (Tenancy in Common)
Description of Property              Type of     Percentage   Net Value of Initial Thoughts on Disbursement
Address                              Ownership   you Own      Ownership



Address




Address




Address




Address




Total Net Value of All Your Assets                                      $0




Types of Ownership: JT (Joint Tenancy), TE (Tenancy by the Entirety, Married), SP(Separate Property), P (Partnership), CS (Corporate
                                                                 Shares), LLC (Limited Liability Company), TIC (Tenancy in Common)
Description of Property            Type of      Percentage   Net Value of Initial Thoughts on Disbursement
                                   Ownership    you Own      Ownership



Total Net Worth
Assets Minus Liabilites (from second wksht)                            $0




Types of Ownership: JT (Joint Tenancy), TE (Tenancy by the Entirety, Married), SP(Separate Property), P (Partnership), CS (Corporate
                                                                 Shares), LLC (Limited Liability Company), TIC (Tenancy in Common)
Liabilities (what you owe)
Many of your liabilities will already be accounted for because you listed the net value of your property
in the Asset Inventory. For example, to determine the net value of your interest in real estate, you
deducted the amount of all mortgages and encumbrances that real estate. The only liabilities you need
to list here are those not previously covered. Don’t bother with the small stuff like monthly bills and
credit charges. Just list all major liabilities not previously accounted for so you can get a clearer picture

              To Whom Debt is Owed                                   Net Amount of Debt you Owe
Personal Property Debts

Personal loans (banks, major credit cards, etc)




Other Personal Debts:
               To Whom Debt is Owed                               Net Amount of Debt you Owe
Taxes (any taxes past and currently due)




Any Other Liabilities ( legal judgments, accrued child support,
etc)




Total Liabilities                                                                              $0

								
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