What to Bring
- Last two (2) years' tax returns
- Most recent investment account statements
- 529 education account statements
- Annuity account statements
- Mortgage statements
- Copies of all legal documents (wills, trusts, etc.)
- Life insurance policies
- Disability income policies
- Long-term care policies
- Medical insurance statements
- Auto insurance policies
- Homeowner's insurance policies
- Umbrella policy
- Annual Social Security Benefit statement
- Employee benefit statement