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ESTATE SIZE WORKSHEET
AND
TAX CALCULATOR
(MARRIED)
Part One - Personal Information:
| Name: |
| Spouse's Name: |
| Effective Date for this Calculation: |
Part Two - The Value of Your Estate
| Cash Accounts |
| Investments |
| Retirement Accounts |
| Life Insurance |
| Personal Residence |
| Other Real Estate |
| Business Property |
| Personal Property |
| Other Assets |
| Personal Res. Mtg. |
| Credit Cards |
| Other Loans & Debts |
Part Three - Future Growth of Your Estate: The size of your estate can increase significantly, based on three factors: annual increases by you from earnings (or other sources), annual increases over a longer period of years, and an earnings growth rate that causes your investments and other assets to increase in value even if you do not add "new" savings.
| Annual Increases | Number of | Earnings |
| Current | by You from | Years for | Growth |
| Net Estate Value | Value | Your Earnings | Annual Increases | Rate |
| You |
| Your Spouse |
| Joint with Spouse |
| Future Value: | Joint with |
| Net Estate Value | You | Your Spouse | Spouse |
| Current Value |
| Value in 5 Years |
| Value in 10 Years |
Part Four - Estate Tax Calculation:
Organize your personal and financial information
Determine your net worth as an individual
List and assign value to your personal assets
Get organized with an estate planning checklist