Family Office: Save and Draw Down Only What the Evidence Supports · Contents · 한국어 · Español

Chapter 11 What You Own — Starting Assets & Estate

The question What does the Assets & Estate menu show, and where do we start?

The answer It shows how your household's assets are made up — by type, by owner and by country — and how US federal rules (and the published thresholds of a few registered states) treat them when they pass at death, when you give while living, and when you sell your home. Every tax figure comes from the engine using the assumptions you entered; the screen only draws it. Three words carry you through Part 3: Example, not entered and not calculated.

11.0 In one line One balance sheet, read by owner and by country, before any tax.

The full chapter is in the book. The web shows only each chapter's question, answer and one-line summary.

← Previous: Chapter 10 Checking a Quote, and How Fresh Each Number IsNext: Chapter 12 Passing It On — How the Federal Estate Tax Is Figured →

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Research and education only. Not investment, tax or legal advice, not tailored to anyone, and no product, firm or tax professional is recommended. Results are hypothetical calculations under the assumptions chosen. Screens as of 17 October 2026.