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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ProEquities, Inc.
The Atrium
19200 Von Karman Avenue
Suite 400		 • Irvine, CA •

Mailing Address:
P.O. Box 1598,
Laguna Beach, CA 92652-1598

Click Here For Map
Phone: (949)494-9849
Toll Free: (800)445-4627		 • Fax: (949)497-1565
www.FinancialHarmony.info • Mark@MarkAbas.com

 

 

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Mark Abas,  CFP® is a Registered Principal and Officer of Supervisory Jurisdiction & an Investment Advisor Representative of Investment Advisors, a Division of ProEquities, Inc., a Registered Investment Advisor and a Registered Broker-Dealer, member FINRA & SIPC. 
 
Financial Harmony, Inc. is independent of ProEquities, Inc.