Assumptions
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
Life Insurance on Your Life
Charitable Bequests from Your Estate
Meg Rudansky, Attorney at Law, assists clients with Estate Planning, Elder Law and Probate in Sag Harbor, Southampton (sometimes misspelled as “South Hampton”), East Hampton, Bridgehampton, Water Mill, Wainscott, Montauk, Amagansett, Hampton Bays, Riverhead, Suffolk County and eastern Long Island, New York.