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Annual growth rate of your estate:
Are you married?
(Being married with a Living Trust can double your exemption )
Age:
Real estate: $(i.e.: Market values of properties owned )
Bank accounts: $(i.e.: Checking, savings, CDs )
Life Insurance: $(i.e.: Policies you are the owner )
Retirement investments: $(i.e.: IRAs, 401(k)s, 403(b)'s, annuities )
Non-retirement investments: $(i.e.: Stocks, bonds, mutual funds )
Personal property: $(i.e.: Autos boats, art, jewelry )
Business ownership interests: $(i.e.: Value of your business interests )
Other assets: $(i.e.: Potential inheritance )
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If you believe a loan will be repaid in the near future, you may opt to not include it in your calculation.
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