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Me pay estate tax? No way, you say? Don't be so sure! What about 20 or 30 years from now when your IRA or 401(k) grows really big and you have that $250,000 life insurance policy to protect the family. Unless you use a trust, your life insurance proceeds are added to your estate and may get hit with the estate tax!

Current IRA/401(k) Balance
IRA/401(k) Yield
IRA/401(k) Contributions/Year
After-Tax Investments
After-Tax Yield
After-Tax Contributions/Year
Life Insurance Face Value
Home Market Value
Mortgage Balance
Years Remaining of Mortgage
Mortgage Payment (Prin + Int)
Mortgage Interest Rate (%)
House Appreciation (%)
Cash/Checking Balance
Personal Property
Automobile Value
Automobile Loan Balance
Inflation



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