Estate Taxes  
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)?

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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.)

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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)

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Matt MacWilliams, Investment Advisor Representative
4101 Parkstone Heights Drive Suite 210 • Austin, TX • 78746
Phone: (512) 372-8118 • Fax: (512) 330-9462
www.MattMacWilliams.com

 

*Investment Advisor Representative of and securities offered through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC. 

 

 

 

*This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your registered representative.  Read it carefully before you invest or send money.  Insurance and securities products are limited to residents of  Texas.

An agent from Ameritas Investment Corp. will contact you to provide you with requested information.