Worksheet Archive

Worksheet: Children and your estate plan

Give this worksheet to clients who are planning for their legacies.

Worksheet: Do these couples need pre-nuptial agreements?

Read through the scenarios and decide whether any of these couples should get pre-nuptial agreements.

Worksheet: Factor tax in real estate investing

Tax is a big concern when investing directly in residential or commercial properties. Rates can vary considerably depending on property type and location, so be sure to factor those costs into your buying decisions.

Worksheet: Easy-to-overlook items

Need to connect the planning dots about debt when you're in front of clients? Use this.

Worksheet: Family budget

Download this worksheet to help clients see where their money really goes.

Worksheet: Naming beneficiaries

Download this worksheet to help you walk clients through estate planning and achieve better outcomes.

Worksheet: Your university budget

Here a worksheet that can help you walk a client through education savings options and achieve a better outcome.