Planning for the orderly transfer of your assets after your death can save important time, money, and grief for your estate and your heirs. One of the largest potential expenses to anticipate is federal estate taxes. This calculator is designed to help you estimate the federal estate taxes that could be due on your estate after you die.       What is your current net worth (subtract your total liabilities from your total assets)? $ At what rate do you expect your net worth to grow? (Keep in mind that certain assets may have a greater potential for growth than others.) % For how long (in years) do you want to project the growth of your estate? Enter the probate and final expenses you expect to pay. (These typically range from 3 percent to 5 percent depending on the size of the estate) %

Securities and investment advisory services are offered through SagePoint Financial, Inc., member FINRA and SIPC and a registered investment advisor.  Headway Financial Group and JMC Financial Consultants, LLC are not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor.

 

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information