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OTHER NAMES Estate Size Worksheet and Tax Estimator

What is an Estate Size Worksheet and Tax Calculator - Married?

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 our Estate Planning Calculator and Worksheet. 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 Tax Calculator and Worksheet can be a great help in organizing your assets.

When to use an Estate Size Worksheet and Tax Calculator:

You and your spouse want to determine your combined net worth.
You and your spouse want to plan for future asset growth.
You need to calculate your future estate taxes.

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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:

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