Before entering any other data on Step 2 (Assets & Liabilities), enter the Valuation Year. This year is the first year of the analysis. The values of the assets and liabilities that you enter are all assumed to be correct as of the Valuation Year.
Step 2 is divided into three columns: Assets, Liabilities, and Estate Value.
Column 1: Assets
When you add an asset, you can select which type of asset to add: