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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Dickholtz Wealth Management
2565 Shermer Rd. • Northbrook, IL • 60062
Phone: 847-272-1155 • Fax: 847-272-1154
www.dickholtzwm.com • Lisa@DickholtzWM.com

 

Securities offered through Securities America Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors Inc., Lisa Dickholtz, Representative.  Dickholtz Wealth Management is not affiliated with any Securities America Company.


 

 

This website does not constitute an offer to buy or a solicitation to sell securities. Representative licensed to discuss and or sell securities in the following states only: AZ, CA, FL, IL, MI, PA, TX. Representative licensed to discuss and or sell insurance in the following states only: CA, FL, IL.  California Insurance License 0D43788