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Sample Financial Statement
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Before entering into a prenuptial or premarital agreement, each prospective spouse must make a complete and honest financial disclosure to the other. The following form, used in conjunction with the advice and counsel of your family law attorney, can be useful in putting together your own financial statement and verifying that the information you receive from your spouse is complete.
A. Gross Monthly Income Source/Amount ________________/$________ Source/Amount ________________/$________ Source/Amount ________________/$________ TOTAL: $________________ B. Deductions from Gross Income | |||
| State Income Tax | $____________________ | ||
| Federal Income Tax | $____________________ | ||
| Social Security | $____________________ | ||
| Self-employment Tax | $____________________ | ||
| Health Insurance | $____________________ | ||
| Union Dues | $____________________ | ||
| Pension/Retirement | $____________________ | ||
| Support Orders | $____________________ | ||
| Other | $____________________ | ||
| TOTAL : $_______________ C. NET MONTHLY INCOME: (gross income minus total deductions) $_______________ D. Assets & Liabilities | |||
| Value | Owe | ||
| Primary Home | $_______________ | $_______________ | |
| Vacation Home | $_______________ | $_______________ | |
| Other Home/Property | $_______________ | $_______________ | |
| Vehicle(s) | $_______________ | $_______________ | |
| Recreational Vehicle | $_______________ | $_______________ | |
| Boat(s) | $_______________ | $_______________ | |
| Furniture | $_______________ | $_______________ | |
| Home Furnishings | $_______________ | $_______________ | |
| Appliances | $_______________ | $_______________ | |
| Artwork | $_______________ | $_______________ | |
| Jewelry | $_______________ | $_______________ | |
| Computer(s) | $_______________ | $_______________ | |
| Personal Property | $_______________ | $_______________ | |
| Cash | $_______________ | $_______________ | |
| Stocks/Bonds/Funds | $_______________ | $_______________ | |
| Stock Options | $_______________ | $_______________ | |
| Checking Account(s) | $_______________ | $_______________ | |
| Savings Account(s) | $_______________ | $_______________ | |
| Retirement/Pensions | $_______________ | $_______________ | |
| Profit Sharing | $_______________ | $_______________ | |
| IRA(s) | $_______________ | $_______________ | |
| Business(es) | $_______________ | $_______________ | |
| Professional Practice | $_______________ | $_______________ | |
| Life Insurance | $_______________ | $_______________ | |
| Other Assets | |||
| Description | Value | ||
TOTAL ASSETS: $_______________ | TOTAL LIABILITIES: $_______________ | ||
E. NET WORTH: (assets minus liabilities) $___________________________ | |||
F. Educational Degrees | |||
FAQs
- What if one person tricks the other into thinking there has been a valid marriage?
- What are the legal requirements for getting married?
- May married people open credit accounts that are not also in their spouses' names?
- Should I get credit in my own name, even though I am married?
- May wives and husbands sue each other?
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