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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
The Law Offices of Rudnitsky & Hackman, LLP assist clients with Estate Planning, Wills, Trusts, Advanced Estate Planning, Special Needs Planning, Pet Trusts, Asset Protection, Probate and Estate Administration, Elder Law, Medicaid Planning, Business Law, Workers Compensation, Commercial Real Estate, Residential Real Estate, Family Law, and Divorce in Selinsgrove, Pennsylavania as well as Shamokin Dam, Sunbury, Lewisburg, Freeburg, Winfield, Beaver Springs, Dornsife, Kreamer, Northumberland, Port Trevorton, New Berlin, Herndon, Middleburg, Penns Creek, Paxtonville, Mifflinburg, Rebuck and Trevorton in Snyder County, Northumberland County and Union County.
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