Estate Tax and Expense

Estate planning is very important to preserving your wealth for future generations. Knowing your potential estate costs and 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 costs and taxes for the next ten years. This calculator uses the rules passed into law as part of the '2017 Tax Cuts and Jobs Act.' 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.

 

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