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BUILDING AND MAINTAININGYOUR NET WORTH Cleveland216.566.9000 Sandusky419.626.3627 Sheffield440.934.3850barneswendling.comMs. Carrie Ann Pleasant's 2728 Euclid Avenue Suite 200 Cleveland, OH 44115

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How to fill out your net worth

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List all your assets such as cash, investments, real estate, and personal property.

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Total the value of all your assets to get your total asset value.

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List all your liabilities such as loans, mortgages, and credit card debts.

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What is your net worth?

My net worth is the total value of all my assets minus my liabilities.

Who is required to file your net worth?

I am required to file my net worth if I meet certain thresholds set by the government.

How to fill out your net worth?

I can fill out my net worth by listing all my assets and liabilities, and calculating the difference.

What is the purpose of your net worth?

The purpose of my net worth is to provide a snapshot of my financial situation.

What information must be reported on your net worth?

I must report details of all my assets, liabilities, and net worth calculations.

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