How it works
If you and your spouse want to figure out your assets and liabilities an Estate Size Worksheet and Tax Calculator can help. You may also want to know what your future estate taxes look like or how much you expect your assets to grow. An Estate Size Worksheet and Tax Calculator can help you figure it all out.
Avoid any surprises down the road with an Estate Size Worksheet and Tax Calculator. When you got married you likely increased your assets, which is great news, but the downside could be higher estate taxes - not to mention a larger estate to work through. Or maybe you and your spouse are financially savvy and are planning some serious financial growth in the future. Make sure you know exactly what that means from a tax perspective. Figuring out your combined net worth is likely a smart move and it can help you plan better for the future. Using an Estate Size Worksheet and Tax Calculator can be a great help in organizing your assets.
Other names for this document: Estate Size Worksheet and Tax Estimator
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