What To Bring To
Initial Consultation
We request you bring the following documents with you:
- Income tax returns
- Retirement-plan statements, including company, 401(k), Keogh, SEP,
IRA, RRSP, and TSA
- Savings-account, bank-account, and money market-fund statements
- CD statements
- Brokerage-account, stock, bond, and mutual fund statements
- Insurance policies or contracts for life, disability, and annuities
- Residence, vacation-ownership, and investment-property appraisals,
loan information and statements
- Current market values and appraisals for precious metals, art, and
collectibles
- Business owners' balance sheets, profit-and-loss statements, and
buy-out agreements for the present and previous four years
- Inheritance information
|
|