Estate calculation

Submitted by jmmorgan on Sun, 04/26/2015 - 14:01

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Hi, I have a question about the estate calculation. In my example I am married and have 350,000 in housing equity and both my wife and I have bequests. Looking at the estate tabs, the full 350,000 housing equity is counted in both of our estates. Is this overstating our individual estates and incorrectly determining what's available for our bequests? (v2.30.2)

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BrianVezza

Sun, 04/26/2015 - 16:39

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If you look at your "Net

If you look at your "Net Worth" or "Joint Estate" report tabs, you'll see that housing is only included once so it won't overstate your estates.

Best,
Brian

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Estate calculation

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If you look at your "Net

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