Liquid Assets
Cash and Checking _________________________ Savings accounts __________________________ Money markets _____________________________ Life insurance-cash value _________________ U.S. savings bonds ________________________ Brokerage accounts ________________________ Other _____________________________________ Total Liquid Assets ________________________________ Marketable Invested Assets Common stocks _____________________________ Mutual Funds ______________________________ Corporate bonds ___________________________ Municipal bonds ___________________________ Certificates of deposit ___________________ Other _____________________________________ Total Marketable Invested Assets ___________________ Nonmarketable Invested Assets Business interests ________________________ Investment real estate ____________________ Pension accounts __________________________ Thrift plan accounts ______________________ Preferred stocks __________________________ Other _____________________________________ Total Nonmarketable Invested Assets ________________ Use Assets (use fair market value) Residence _________________________________ Vacation home _____________________________ Automobile ________________________________ Boat ______________________________________ Furs, jewelry _____________________________ Furniture _________________________________ Other personal property ___________________ Total Use Assets ___________________________________
Current LiabilitiesCharge accounts/credit cards ______________ Other outstanding bills ___________________ Short term loans __________________________ Outstanding taxes _________________________ Total Current Liabilities __________________________ Long Term Liabilities Mortgage on residence ___________________________ Mortgage on investment real estate ______________ Auto loans ______________________________________ Other bank loans ________________________________ Margin loans ____________________________________ Life insurance policy loans _____________________ Other ___________________________________________ Total Long Term Liabilities ________________________ Family Net Worth (subtract liabilities from assets)___________________________________
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