Estate Tax Calculator

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

Mortgage(s)	$
(ex. home(s), equity loan)
Loans	$
(ex. auto, credit card)
Other Debt	$

Life Insurance on Your Life

Life Insurance Proceeds. . . insured is the owner	$
Life Insurance Proceeds. . . insured is NOT the owner	$

Charitable Bequests from Your Estate

Total Bequests

Robert W. Haley

online at

visit superlawyers.com

The Law Office of Robert W. Haley assists clients with Elder Law, Medicaid Planning, Estate Planning, Wills, Trusts, Probate and Estate Administration, Probate Litigation, Guardianships, Conservatorships, Advanced Estate Planning, Special Needs Planning and Pet Trusts in Bassett, Virginia as well as Stanleytown, Fieldale, Collinsville, Henry, Martinsville and Patrick Springs in Henry County, Franklin County, Martinsville County and Partick County.