Page 7 - Accumulating, Preserving, and Passing Wealth | Stifel
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What Is Your Estate Worth?
When exploring different estate planning options, one of the first things you will need to know is the value of the
assets that comprise your estate. Often, clients overlook assets or simply underestimate the value of their assets.
If you complete the following worksheet, you can get an estimate of the value of your gross estate.
Assets Current Market Value
Cash or Other Cash Equivalents
(including money market accounts and certificates of deposit) $ _____________________
Securities (including stocks, bonds, and mutual funds) $ _____________________
Other Investments $ _____________________
Annuities $ _____________________
Debts Owed to You $ _____________________
Individual Retirement Accounts (IRAs) $ _____________________
Employer-Sponsored Retirement Plan Benefits (401(k), 403(b), etc.) $ _____________________
Home (primary personal residence, reduced by mortgage) $ _____________________
Other Homes (vacation home, condo) $ _____________________
Other Real Estate $ _____________________
Business Interests $ _____________________
Life Insurance Benefits (death benefit amount) $ _____________________
Cars and Other Vehicles $ _____________________
Jewelry $ _____________________
Collectibles (antiques, artwork) $ _____________________
Other Personal Property (furniture, clothing, household goods) $ _____________________
Total Gross Estate $ _____________________
_____________________
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