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Checklist of Assets

  • Furniture and furnishings
  • Antiques/heirlooms
  • China, silver, crystal
  • Jewelry/precious metals
  • Furs
  • Artworks/pictures
  • Electronics and appliances
    • Stereo and video equipment
    • CDs
    • Records
    • Televisions
  • Vehicles
    • Automobiles
    • Snowmobiles
    • Planes
    • Boats
    • Campers and trailers
    • Motorcycles
    • Trucks
    • Other recreational vehicles
  • Valuable animals
    • Pets
    • Livestock
  • Sporting equipment
    • Guns
    • Fishing equipment
    • Golfing equipment
    • Hobby equipment
    • Photographic equipment
    • Tools
    • Other
  • Personal collections / collectibles
    • Coins
    • Stamps
    • Books
    • Art
    • Wine
    • Other
  • Treasury bills or notes
    • Government bonds and securities
  • Brokerage accounts
    • Stocks
    • Bonds
    • Margin accounts
    • Including options
  • Debentures
  • Cash and deposit accounts, such as
    • Cash on hand or in a safe deposit boxes
    • Checking accounts
    • Savings accounts
    • Money market accounts
    • Christmas club accounts
    • Certificates of deposit
    • Security deposits held by utilities or landlords
  • Life Insurance (cash surrender value)
  • Capital Accumulation
    • Deferred salary plan
    • Cash bonus plans
    • Deferred profit sharing
    • Short-term deferred income
    • Stock bonus plans
    • Stock purchase plans
    • Share unit plans
    • Stock appreciation rights
    • Stock options
    • Phantom stock
    • Incentive growth funds
  • Retirement interests
    • IRA
    • SEPs
    • 401(k)s
    • Defined benefit plan
    • Defined contribution plan
    • Annuity
    • Keogh plan
    • Interest in pension or profit sharing plans
    • Other
  • Real estate
    • Residence
    • Rental property (owned by the parties)
    • Vacant land
    • Vacation property
    • Time share interest
    • Burial plots
    • Other
  • Business interests
    • Interest in a closely held corporation
    • Joint ventures
    • Partnership interest
    • Stocks and interest in unincorporated business
    • Other
  • Beneficial interest in an estate/trust
  • Prepaid obligation, such as
    • Prepayment on tax liability
    • Prepayment on funeral expenses
  • Anticipated tax refund
  • Money owed you
  • Other assets, such as
    • Tax-sheltered investments
    • Patents
    • Trademarks
    • Copyrights
    • Other investments or valuable property

Office Location:

Rosen Law Firm, LLC The Peoples Building 18 Broad Street, Suite 201 - Charleston, South Carolina 29401 - Phone: 1-843-377-1700 Fax: 1-843-377-1709 - e-mail us