Annual growth rate of your estate
Estimated Date of Death
Assets in Your Name
Real Estate |
$ |
(ex., market value of primary residence, vacation home) |
|
Bank Account |
$ |
(ex., checking, savings, CDs) |
|
Retirement Investments |
$ |
(ex. IRAs, 401(k)s, 403(b)s, Keoghs, current value of deferred annuities) |
|
Non-Retirement Investments |
$ |
(ex., stocks, bonds, mutual funds) |
|
Personal Property |
$ |
(ex., autos, boats, art, jewelry) |
|
Business Ownership Interests |
$ |
(ex., closely held business interests) |
|
Other Assets |
$ |
(ex. potential inheritance) |
|
Your Liabilities
Mortgage(s) |
$ |
(ex. home(s), equity loan) |
|
Loans |
$ |
(ex. auto, credit card) |
|
Other Debt |
$ |
Life Insurance on Your Life
Life Insurance Proceeds |
$ |
Life Insurance Proceeds |
$ |
Charitable Bequests from Your Estate
Total Bequests |
$ |