THINGS TO BRING WITH YOU
NOTE: If any of these is difficult or impossible to get, come without it! We can get it later.
Federal and State Tax returns (1 year OK if representative)
Current statements for all Investments (incl. Bank, IRAs, 401ks, etc.)
Current information on all Real Estate owned, incl. Mortgage balances, etc.
All Insurance policies (including homeowners, auto, etc.)
Detailed Employee Benefits information, esp. regarding life & disability insurance, flexible spending, 401k or 403b (incl. investment choices), pension or profit-sharing plan
Wills and Trusts
Pay Stubs (latest)
Full information about all your Debts
Any other items of financial importance
Business Plan, if available
Relevant Agreements: Buy-Sell; Key Person employment; etc.
Information about Employee Benefits; and also about Discriminatory Benefits to owners, key employees, etc.
Optional: property & liability insurance