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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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. Calculators provided by Emerald Publications.

   
   
Union Benefits Group
125 East Elm StreetSuite 300 Conshohocken, PA 19428
Phone: 610.348.7022 Fax: 610.897.2999
www.unionbenefitsgroup.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

 

 

 

 

We are registered to sell securities in the following states:

Delaware, Florida, New Jersey, New York and Pennsylvania

 

We are licensed to sell insurance products in the following states:

Delaware, Florida, Maryland, New Jersey, New York and Pennsylvania

 

Union Benefits Group is not affiliated with Financial Network Investment Corporation

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in DE,FL,MD,NJ,NY,PA.

We are registered to sell Securities in DE,MD,NJ,NY,PA.

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