Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years. This calculator uses the rules passed into law as part of the "American Taxpayer Relief Act of 2012." Please be aware that certain estate planning documents, which are beyond the scope of this calculator, may be necessary in order for assets to be distributed according to your wishes.
Disclaimer Calculators provided by www.dinkytown.netInformation 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.
Investment advisory services provided by Treybourne Wealth Planners, a registered investment adviser with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Accounting and tax planning services provided by Sherman & Armbruster, LLP.
In addition, the firm maintains a "Notice Filing" with the state of Indiana, Florida, and Texas. Treybourne may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing, unless otherwise exempt. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing or exempt from registration
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Treybourne Wealth Planners, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.