Current Assets

• What assets do you have?
  • Investments and RRSP’s
  • Bank Accounts
  • Pensions
  • Savings
  • Real Estate
  • Life Insurance Policies
  • Automobiles
  • Jewelry
  • Collections (i.e. art, stamps, coins, etc.)
  • Household belongings
• Are any of your assets held jointly?
• Have you already designated beneficiaries for any of these assets?