Payments Original amount Balance Description Date of loan Date of maturity Interest rate $ $ $ 1) 2) 3) 4) 5) Total: NOTE 21: Mortgage Original Date of Date of Payments Interest Balance Lender Description Amortization Frequency amount loan maturity $ rate $ $ 1) 2) 3) 4) Total NOTE 22: Future income taxes Client 1 FMV Future income tax Asset Estimated tax rate $ $ Client 2 FMV Future income tax Asset Estimated tax rate $ $ NOTE 23: Distribution of assets for long-term investments
Description Date of loan Date of maturity Payments $ Interest rate Original amount $ Balance $ 1) 2) 3) 4) 5) Total: NOTE 21: Mortgage Lender Description Date of loan Date of maturity Payments $ Amortization Frequency Interest rate Original amount $ Balance $ 1) 2) 3) 4) Total NOTE 22: Future income taxes Client 1 Asset FMV $ Estimated tax rate Future income tax $ Client 2 Asset FMV $ Estimated tax rate Future income tax $ NOTE 23: Distribution of assets for long-term investments
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