Sb1 Federal Credit Union - Estate Taxes : Calculator: 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)	%

Investment products and advisory services offered through CUSO Financial Services L.P. (CFS), a registered Broker-dealer and SEC Registered Investment Advisor. Investment products are not NCUA/NCUSIF or federally insured, are not obligations of the credit union, are not guaranteed by the credit union or any affiliated entity, and involve investment risk including the possible loss of principal. Investment Representatives are employees of Sb1 Federal Credit Union and registered through CFS (member FINRA/SIPC).