ASSET INFORMATION– NOTE: THERE IS NO FEDERAL ESTATE TAX FOR ESTATES UNDER $5,490,000 (THE “UNIFIED CREDIT”) FOR ANY PERSON DYING IN 2018. THERE STATE IS NO TAX ON THE ESTATE OF A FLORIDA RESIDENT.
Individually, Homestead and Jointly-Owned Property
Please list your assets. Below is a list of separate categories to assist you:
A. Real Estate Assets
B. Checking Account:
C. Savings Account: :
D. Certificates of Deposit, Treasury Bills, Money Market Funds, etc.
L. Pension Plan/IRA, etc.
Jointly Owned Property:
Amount of acquisition price contributed by client as joint owner:
Life Insurance Beneficiary(ies):