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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AeGIS Financial Group, Inc.
16815 S Desert Foothills Parkway, Suite 123 • Phoenix, AZ • 85048
Phone: (480) 809-6880 or (877) 518-8672
www.stevehnelson.com • Steve@SteveHNelson.com

AeGIS Financial Group, Inc.
Registered Investment Advisor*

 

Steve H. Nelson, is a Registered Representative of and offers securities through FSC SECURITIES CORPORATION, Member FINRA/SIPC. *Advisor Services offered through AeGIS Financial Group, Inc. not affiliated with FSC Securities or registered as a broker dealer. They are not obligations of, or guaranteed by, FSC SECURITIES CORPORATION or any other affilitated entity. Such investments will fluctuate in value and are subject to investment risks, including loss of principal. A broker/dealer, investment advisor, BD agent or IA representative may only trasact business in a particular state, or only if they are excluded or exempted from the states's broker/dealer, investment advisor, BD agent or IA rep requirements, as the case may be: and follow up, individualized responses to comsumers in a particular state by broker/dealer, investment advisor, BD agent, or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of persoanl investment advice for compenstaion , as the case may be, shall not be made without first complying with the state's broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status of disciplinary history of a broker/dealer, investment advisor, BD agent or IA rep, a consumer should contact his or her state securities law administrator. Steve H. Nelson is registered in the following states: Arkansas, Arizona, California, Colorado, Connecticut, DC, Florida, Georgia, Illinois, Indiana, Michigan, Maine, Nebraska, New Mexico, Nevada, Ohio, Oregon, Texas, Utah, Washington.