Notes:

E(6) Enter the current market value of your primary residence.

E(7) Enter the current market value of all other real estate owned worldwide. This may include a second home, vacation home, investment property, timeshare, raw land, etc. If you and/or your spouse are not U. S citizens, check with a qualified professional as to which kinds of properties are includable in the gross estate.

E(8) Enter the current market value of all your personal property. Include household furnishings, automobiles, jewelry, etc.

E(9) Enter the current market value of usual or treasured items or collections. Include items which may have uniquely substantial value such as certain art, jewelry, antiques and one-of-a-kind collections. An appraisal by a qualified professional is the best way to ascertain market value.

E(10) Enter the total financial interest of the share of any business that would be owned by your estate. This may include a personal or family business, partnership, closely-held corporation, or other legal business structure granting your estate a financial interest. You should consult with our business valuation specialist to determine value, net or related allowed discounts.

E(11) Enter the current market value of any other property owned that is not included in another category.

Estate Disbursements:

Notes:

E(12) Enter the anticipated final expenses. These include all estate settlement costs. Include your best estimate of the total costs that would be incurred upon death such as funeral expenses and final medical/hospital bills. Also include expenditures essential to the proper settlement of the estate such as legal, accounting, executor's commissions and other estate administration costs.

E(13) Enter the current balance of any of any mortgage related to real estate that is included in E(6) and/or E(7).

E(14) Enter the current balance of any other debts. Include items such as auto loans, personal loans, business loans, home equity loans, credit card debt, etc.

E(15) Enter the amount that you would like to provide for children's' education. Enter the amount that you would need to be invested today to pay for their future educational requirement. Consider estimating this amount with the assistance of your financial advisor.

E(16)Enter only bequests (transfer by will of personal property) of cash, investments or the cash value items converted to cash in E(5), Conversion of Assets. Do not include bequests of non-liquid assets indicated of the type indicated in E(6) - E(11).

Estate Adjustments:

Notes: Important: The term 'Qualified' refers only to items which have the effect of reducing your taxable estate. Only enter trust assets and gift which have this effect. Consult with your financial advisor

E(17) Enter the Market value of assets which have been included in E(1) E(11) that are legally owned by qualified trust. There are many types of trusts. A qualified trust is one which has the effect of reducing the amount of estate taxes due. Generally an irrevocable trust provides estate tax savings, and a revocable trust does not. As with all estate analysis issues, always consult with a professional having experience in this area.

E(18) Enter the value of property included in the gross estate that is intended to be transferred for a qualified charitable and public purpose. Generally, a charitable purpose would include gifts to any non-profit organization recognized by the Internal Revenue Service as a charitable organization. A public purpose would include gifts to federal, state or local government for an exclusively public purpose. As with all estate analysis issues, always consult with a professional having experience in this area.

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