CAUTION: Do NOT rely on the results from this calculator to make financial decisions. Interest rates vary and the tax laws change regularly. Please contact us for assistance with your specific concerns.

Where does your estate stand? Enter the numbers and see for yourself.

Personal Net Worth
(A list of Assets and Liabilities)

Assets Cash in checking
  Cash in savings, CDs, money funds, etc.
  Stocks (you may want a detail sheet)
  Bonds
  IRAs, 401(k), etc.
  Market value of residence
  Market value of other real estate
  Cash value of life insurance, if you own it
  Market value of:
       Collectibles
       Precious metals
       Household furnishings
       Automobiles
       Boats, recreational vehicles, etc.
  Money owed to you by others
  Other assets
(A) Total Assets   $ 0
Liabilities Credit card debt
  Auto loans
  Real estate mortgages
  Other debts
(B) Total Liabilites   $ 0
(A minus B) equals net worth $ 0
(C) Net worth in excess of $5 million $ 0
(C) x 35% = Estimated Federal Estate Tax $ 0

 
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