Cumberland Trust

How Much Is Your Estate Really Worth?

Many people undervalue their estates, which may leave them vulnerable to inheritance taxes. Poor planning can consume a significant portion of the wealth they intended to leave behind for their families.

To determine the value of an estate, be sure to include what assets are owned individually or jointly and what should be left for friends, family and charities.

The following chart will help determine the value of the estate.

How much is really in your estate?

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