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FINANCIAL LIFESTYLE FACT FINDER Hank Parrot, CFC, AEP, Rector More Information, email: hank@hankparrott.comDOCUMENT CHECKLIST Financial or written investment plan List of all CDs (include maturity
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Gather all necessary financial documents such as bank statements, investment accounts, retirement accounts, and insurance policies.
02
List all assets including real estate, vehicles, valuable items, and personal belongings.
03
Identify all liabilities such as mortgages, loans, credit card debt, and any other outstanding payments.
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Determine your financial goals and objectives for the future.
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Consult with a financial advisor or estate planner to create a detailed plan that addresses your specific needs and circumstances.
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Who needs estate ampamp financial strategies?

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Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
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Individuals who want to minimize estate taxes and avoid unnecessary probate expenses.
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People who have complex financial situations or valuable assets they want to protect and pass on to future generations.
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Business owners who want to make succession planning easier for their family or partners.
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Estate and financial strategies involve planning for the distribution of assets and financial resources after death.
Individuals with significant assets or complex financial situations are required to file estate and financial strategies.
Estate and financial strategies are typically filled out with the assistance of a financial advisor or estate planning attorney.
The purpose of estate and financial strategies is to ensure that assets are distributed according to the individual's wishes and to minimize tax liabilities.
Information such as assets, debts, beneficiaries, and financial goals must be reported on estate and financial strategies.
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