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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
Calculators provided by
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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.

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Securities and Investment Advice offered through Coordinated Capital Securities, Inc. (CCS), Member FINRA / SIPC
Financial Wealth Builders and CCS are not affiliated. For more information regarding the professional background of CCS and its licensed individuals visit FINRA's BrokerCheck.

 
 
 

Contact Info

Financial Wealth Builders Inc.
10850 Pearl Rd. D1
Strongsville, OH 44136

Phone: 440-238-6202
Fax: 440-572-4237
chuckstephan@myfwb.com
carensholtis@myfwb.com

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