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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RD's Tax & Financial Strategies - Your Complete Wealth Management Resource
3190 S. Bascom Avenue
Suite 205
San Jose, CA 95124
Phone: 408.879.9181 Fax: 408.879.9184
www.rdstax.com

RD's Tax & Financial Strategies | 3190 S. Bascom Avenue, Suite 205 | San Jose, CA 95124


Robert Duitz is a registered representative registered to transact business with clients in the following states: AL, AK, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, MD, MA, MI, MS, MO, NV, NY, NC, OR, PA, TX, UT, VA, WA, WI.  Robert Duitz is advisory licensed in California and Maryland.  Robert Duitz is also an insurance agent licensed in California, CA Insurance License #OC73185.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. 

RD's Tax & Financial Strategies is not a registered broker/dealer or independent investment advisory firm.

Securities offered through H.D. Vest Investment Securitiessm, Member: SIPC | Advisory services are offered through H.D. Vest Advisory Servicessm, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Hwy 161, Fourth Floor | Irving, TX 75038 | Ph: 972.870.6000 | Investment and Insurance Products: Are not insured by the FDIC or any federal government agency.  Are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.