|Asset Inventory Worksheet|
LAW - LLC
713 Sandpiper Point
Fort Collins, Colorado 80525
margaret @ althoff-law.com [remove spaces]
- right click and save as
- 20 Kb pdf file
Should correspondence be sent to home or business?
 If owned with a person other than spouse, state with whom title is held
When do you plan to retire (age and year?)________________________________
How much after-tax spendable income do you expect to need at retirement?_______________
How much annual income would your family need in the event of your death?________________
Have you drafted a will?________________ If so, when (year)?__________ Where (state)?___________
Has your spouse drafted a will?__________ If so, when (year)?___________ Where (state)?__________
Do you and/or your spouse have any living trusts?_______ If so, when were they drafted (years)?______
What property is in the trust?_____________________________________________________________
Do you have a power of attorney?___________ If so, date of document.__________________________
Do you have a medical power of attorney?______________ If so, date of document._________________
Have you ever lived in one of the following states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and/or Wisconsin?
NOTE: If you indicated above that you and/or your spouse have a will and/or a living trust(s), please attach copies.
What are your financial goals? (Please check which objective is most applicable. If more than one applies, please number in order of importance - (l) being most important and (5) being least important.
______ To have adequate funds to cover both living expenses and future needs.
______ To reduce taxes by taking advantage of current tax laws.
______ To provide for retirement.
______ To provide income/assets for survivors in the event of death.
______ To provide for educational costs for children/grandchildren.
Notices concerning a companyís privacy policies and practices are mandated by the Gramm-Leach-Bliley Act, Pub. Law 106-102 November 12, 1999 and the correlative FTC regulation, 16 CFR Part 313 (May 24, 2000). The FTC has taken the position that lawyers and law firms that undertake certain types of representation, such as estate planning and tax planning, are also required to comply with the notice provisions of the regulation. Therefore, I am providing you with the firm's policies regarding privacy of client information.
In the course of providing you with income tax, estate tax, and gift tax advice, the firm receives significant personal financial information from you, the client. If you are a client of Margaret A. Althoff, LLC, you should know that all information that you provide to the firm is held in confidence, and is not released to people outside the firm, except as agreed to by you, or as required under an applicable law.
The firm retains records relating to professional services that it provides so that it is better able to assist you with your professional needs and in, some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, the firm maintains physical, electronic, and procedural safeguards that comply with its professional standards.
As you are probably aware, attorneys, are bound by professional standards of confidentiality that are even more stringent than those required by this new law. Therefore, the firm will protect your right to privacy.
If you have any questions regarding the firm's policies regarding privacy of client information, please do not hesitate to call me, Margaret Althoff -- 970-223-5913.