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)?

$

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.)

%

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)

%
 
   
   
Lichtenstein Financial, LLC
25 New London Turnpike • Glastonbury, CT • 06033
Phone: 860-633-1662 • Fax: 860-657-9398
www.LichtensteinFinancial.com • staff@lichtensteinfinancial.com

 

25 New London Turnpike

Glastonbury, CT 06033

(Main Office)

44 Walbridge Road

West Hartford, CT 06119

110 Randolph Road

Middletown, CT 06457



*ADMITTED TO PRACTICE BEFORE THE INTERNAL REVENUE SERVICE     MEMBER/ASSOCIATE: NSPAuNAEAuCSEAuNATP

  ENROLLED AGENT ACCREDITED TAX ADVISOR

Securities offered through Securities America, Inc. Member FINRA/SIPC, Brian Lichtenstein, Registered Representative. Advisory Services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor, Brian Lichtenstein, Investment Advisor Representative. The Securities America companies are not affiliated with Lichtenstein Mortgage LLC, Lichtenstein Tax Consultants LLC or Lichtenstein Financial LLC.