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Structuring for Success
* Corporate Name (business name)
* List of Assets with estimated value
* List of Properties in your name or entity name with the estimated value & equity
* Retirement Accounts, statements and balances, (401K, 457, 403b, IRA, TSP, Roth IRA, and Annuities)
* Copy of most recent credit report or current personal credit score
* Copy of any existing estate planning documents Living Trust, Wills, etc.
Here is a list of documents that are helpful for the consultation.
If you are working with partners we request that all partners be on the initial consultation call.
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