Gift Planning Page 6
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10X. Life Insurance
Estimated Value
Owned By You
Owned By
Joint Owners
Spouse
_____________
$___________
_____________
$___________
_____________
$___________
_____________
$___________
Total:
$___________
Please specify beneficiaries of the listed policies:
__________________________________________________________________________
Are there any loans? If so, please list indebtedness _________________________________
XI. Business Interests (corporate, partnership, proprietorship, etc.)
Estimated Value
Owned By You
Owned By
Joint Owners
Spouse
_____________
$___________
_____________
$___________
_____________
$___________
_____________
$___________
Total:
$___________
Are there any loans? If so, please list indebtedness _________________________________
Indebtedness Description (please list any liabilities that are not already listed under the Asset Description section;
attach a separate listing if more room is needed)
1. ______________________________________________________________________
2. ______________________________________________________________________
3. ______________________________________________________________________
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Parent category: Life