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Estate Tax Planning

Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years. This calculator uses the rules passed into law as part of the "American Taxpayer Relief Act of 2012." Please be aware that certain estate planning documents, which are beyond the scope of this calculator, may be necessary in order for assets to be distributed according to your wishes.


Disclaimer Dinkytown.net Financial Calculators
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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Disclosure

Norman Politziner is a Registered Representative and Investment Advisor Representative of Equity Services, Inc., offering securities in the following states. He is also insurance licensed in the following states. Securities and Investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 4401 Starkey Road, PO Drawer 21209, Roanoke, VA 24018. (540) 989-4600. NJP Associates and all other entities and persons are independent of Equity Services, Inc., unless otherwise indicated. TC91790(0916)P

 

For individual tax or legal advice, please consult your appropriate professional advisor.