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Assumptions
Annual growth rate of your estate |
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Estimated Date of Death |
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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
Life Insurance on Your Life
Charitable Bequests from Your Estate
Law Office of Howk & Downing, LLP assists clients with Advanced Estate Planning, Business Law, Business Succession Planning, Estate Planning, Pet Trusts, Probate / Estate Administration, Special Needs Planning and Long Term Care Planning in Fresno, California as well as: Auberry, Big Creek, Prather, Tollhouse, Clovis, Fresno, Madera, Selma, Kerman, Coalinga, Reedley, Kingsburg, Chowchilla, Parlier, Mendota, Firebaugh, Riverdale, Laton, Huron, Lemoore, Dinuba, Corcoran, Orange Cove, Fowler, Piedra,Tulare, Visalia, Orsi, Sanger, Hanford, Kings County, Fresno County, Madera County & Tulare County.
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