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What is an Estate Size and Tax Worksheet?
You should probably know what your assets and liabilities are and our Estate Planning Calculator can help you do just that. Maybe you're expecting some substantial growth in your assets and net worth, but do you know what that means for your federal estate taxes? Maybe you're unsure what your net worth is, it might be about time you figured that out. After all, that will directly impact how much you're going to owe in taxes and it could change your plans for how to further grow your assets. Find out exactly where you stand - and where you plan to go. An Estate Tax Calculator and Worksheet helps get you started on the right path.
When to use an Estate Size Worksheet and Tax Calculator:
- You need to determine your assets, liabilities, and future taxes.
- You want to estimate net worth and its growth.
- You want to calculate the federal estate taxes on your current and future net worth.