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We hope this feature assists you in your financial planning decisions.
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
Gandelot & Associates, P.C., assist clients within Grosse Pointe Farms, Michigan as well as Harper Woods, Detroit, Saint Clair Shores, Grosse Pointe, Eastpointe, Warren, Roseville, Centerline, Hamtramck, Fraser, Clinton Township, Utica, Shelby Township, Macomb Township, Chesterfield, New Baltimore, New Haven, Washington, Romeo, Armada, Sterling Heights, Troy, Royal Oak, Southfield, Oak Park, Auburn Hills, Pontiac, Oxford, Metamora, Berkley, Lathrup Village, Huntington Woods, Pleasant Ridge, Ferndale, South Lyon, Ortonville, Dryden, Milford, New Hudson, Northville, Clarkston, Lake Orion, Madison Heights, Rochester, Birmingham, Bloomfield, Bingham Farms. We service all counties throughout Michigan, including Wayne County, Macomb County and Oakland County. We also coordinate the individual planning needs of our clients across the United States and internationally.
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