What Are Your Assets?

Deirdre R. Wheatley-Liss

Chapter Chapter 3 in Plan Your Own Estate, 2013, pp 25-37 from Springer

Abstract: Abstract It’s not just how much you have but what you have that can drive your estate plan. This chapter discusses different categories of property, such as your “stuff,” real estate, retirement accounts, and insurance, and how those assets coordinate with your goals. I also talk about your debts and liabilities, so you can calculate the total value of your estate. If you want to come up with the value while you’re going through this chapter, flip back to the appendixes and fill in the form titled “Financial Questionnaire” as you go through this chapter.

Keywords: Real Estate; Life Insurance; Intangible Asset; Pension Plan; Real Estate Investment Trust (search for similar items in EconPapers)
Date: 2013
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DOI: 10.1007/978-1-4302-4495-0_3

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