Personal Financial Worth Test

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This is your own, personal and private work sheet to determine your financial worth. Answer the questions to the best of your ability, add up your scores, and follow the directions. Your answer will be within a range and is meant to give you an idea about what you should be planning with regard to the possibility of spending time in a nursing home.

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If your answer is	...........	Give Yourself
$0 to $50,000	...........	1 point
$50,000 to $100,000	...........	5 points
above $100,000	...........	10 points

ASSETS

1) Residence.........................................................................._______________
2) Other Real estate.............................................................._______________
3) Cash and equivalents (CDs, savings, etc.)...................._______________
4) Stocks and Mutual Funds................................................._______________
5) Bonds and Savings Bonds.............................................._______________
6) Life Insurance Payout......................................................._______________
7) Retirement Plans (IRA, 401k).........................................._______________
8) Cars, Furnishings, Jewelry..............................................._______________

Total.. ______________

Evaluation
50 to 80 points	..........	10% of Americans
10 to 50 points	..........	80% of Americans
Less than 10 points	..........	10% of Americans

Paul J. Stano Co. LPA
Wells Fargo Building-- Second Floor
6650 Pearl Road
Parma Heights, OH 44130
440-888-6448
Stanolaw@stanolaw.com

This is meant as a public service and in no way represents any legal opinion or recommendation by the Law Offices of Paul J. Stano.

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