 During the next five decades, as much as $41 trillion could be passed down through estates in the United States. (1) For many, the ultimate goal of estate conservation is preserving a financial legacy to pass on to loved ones, charitable organizations, and so forth. Your estate is basically the sum total of all the wealth you have accumulated during your lifetime — including real estate, stocks, bonds, business interests, retirement plans, personal effects, and anything else you own.
The first step in estate conservation is determining how much there is to conserve. Use this worksheet for a rough estimate of the net value of your estate.
1) The Wall Street Journal, December 11, 2006
Estimating the Net Value of Your Estate
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