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)?

$

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)

%
 
   
   
Kevin W. Conroy CFP ®
1200 South College Ave Suite 210 • Fort Collins , CO • 80524
Phone: 970-226-2983 • Fax: 970-223-7391
www.iraspecialist.com • kevin@iraspecialist.com
Phone: 1-800-776-4257

Securities offered through: Linsco/Private Ledger Member FINRA, SIPC and a Registered Investment Advisor. Retirement Funding Specialists and Linsco/Private Ledger are separate and unrelated companies. Linsco/Private Ledger does not provide tax or legal advice.

PORTFOLIO LOGIN