![]() Bank accounts: Checking, savings, certificate of deposit, and money market accounts.Real property: Any land, building, or residence that your client owns or has a mortgage on.Let’s take a look at what your client should include in their balance sheet: ![]() ![]() Help your client by determining which assets are easier to estimate based on current market value, and which assets, like private business interests, may need an independent professional appraisal.
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