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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Legacy Financial Advisors
117 E. Fourth Street • Covington, KY • 41011
Phone: 859-655-5225
Toll Free: 866-596-3002
Trading Desk: 877-315-0180 Option #2
www.legacyfinancialadvisors.com • info@legacyfinancialadvisors.com

117 E. Fourth Street, Covington, KY 41011

 Phone: 859-655-5225   Toll Free: 866-596-3002    Fax: 859-655-9049  

 

Email: info@legacyfinancialadvisors.com


 

*Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI) Member FINRA/SIPC.

Legacy Financial Advisors is a member of PartnersFinancial, an affiliate of NFPSI.

Legacy Financial Advisors and NFPSI are not affiliated.

This site is published for residents of the United States only.  Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed for additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6429.