BBC premarital counseling booklet-1 - Flipbook - Page 37
_____ Completed worksheets
_____ Liabilities (addition to worksheet)
(Term of debt, interest rate, monthly payment)
_____ Last year’s tax returns (copy)
_____ Current tax year projection
_____ Employees statements (copies)
_____ Qualified Plans
_____ Group Life
_____ Group Disability
_____ Last two paycheck stubs (copies)
_____ All insurance policies (personal policies)
_____ Last will (copy)
_____ Business financial statements
FINANCIAL PLANNING WORKSHEET
37
