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Your Personal Assets

Category:
Ohio Personal Planning
State:
Ohio
Control #:
OH-P086-PKG
Format:
Word; 
Rich Text
Instant download
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Description

With this Organizing your Personal Assets Package, you will find the state specific forms that are necessary to organize your personal and financial affairs and achieve your financial goals. This package contains forms that are essential for analyzing your budget and planning for your spending and savings needs. Forms included also allow you to organize your important documents, ensure accurate record-keeping, and minimize time and expense involved in dealing with emergency situations. If purchased separately, these forms would be valued at $97.50. Save over 48%!

Included in your package are the following forms:

  1. Cash Flow Statement
  2. Retirement Cash Flow
  3. Personal Monthly Budget Worksheet
  4. Personal Property Inventory
  5. Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  6. General Durable Power of Attorney for Property and Finances Effective upon Disability
  7. Sample Letter for Request for Credit Report
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How to fill out Ohio Organizing Your Personal Assets Package?

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  1. Make sure the file you’re saving applies in your state (or the state it’s needed in).
  2. Do it by reading through the form’s description and by visiting the Preview option (if readily available) to find out the form’s content.
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  4. Select the proper plan for your financial budget.
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  6. Save the document in .pdf or .docx format.
  7. Get the record on the device or in your My Forms folder.

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Your Personal Assets
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