How Large Is Your Estate?

Our worksheet will help you identify your assets and liabilities, and sort out who owns what.

Financial revision
(Image credit: Getty Images/iStockphoto)

Although you don't have to pay any federal estate taxes until your taxable estate exceeds $5.43 million (the limit for 2015), you might be surprised by all the things the government counts in getting there. In addition, 15 states and the District of Columbia have their own estate taxes, and most kick in at a much lower level.

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Swipe to scroll horizontally
ASSETSVALUEWHO OWNS IT
Cash in checking, savings, money-market accountsRow 1 - Cell 1 Row 1 - Cell 2
StocksRow 2 - Cell 1 Row 2 - Cell 2
BondsRow 3 - Cell 1 Row 3 - Cell 2
Mutual fundsRow 4 - Cell 1 Row 4 - Cell 2
Other investmentsRow 5 - Cell 1 Row 5 - Cell 2
Real estateRow 6 - Cell 1 Row 6 - Cell 2
Personal property (including furniture, cars, clothing, etc.)Row 7 - Cell 1 Row 7 - Cell 2
Art, antiques, collectiblesRow 8 - Cell 1 Row 8 - Cell 2
Proceeds of life insurance policies you own on your lifeRow 9 - Cell 1 Row 9 - Cell 2
Pension and profit-sharing benefits, IRAs, etc.Row 10 - Cell 1 Row 10 - Cell 2
Business interestsRow 11 - Cell 1 Row 11 - Cell 2
Money owed to youRow 12 - Cell 1 Row 12 - Cell 2
OtherRow 13 - Cell 1 Row 13 - Cell 2
TOTAL ASSETSRow 14 - Cell 1 Row 14 - Cell 2
Swipe to scroll horizontally
LIABILITIESRow 0 - Cell 1 Row 0 - Cell 2
MortgagesRow 1 - Cell 1 Row 1 - Cell 2
Loans and notesRow 2 - Cell 1 Row 2 - Cell 2
TaxesRow 3 - Cell 1 Row 3 - Cell 2
Consumer debtRow 4 - Cell 1 Row 4 - Cell 2
OtherRow 5 - Cell 1 Row 5 - Cell 2
TOTAL LIABILITIESRow 6 - Cell 1 Row 6 - Cell 2

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