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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Capital City Partners, Inc.
1335 Dublin Road
Suite 122 D		 • Columbus, OH • 43215 - 9944
Phone: 866-485-0803
614-485-0803
 • Fax: 614-486-4774
www.americanwealth.biz • tecrawford@capitalcitypartners.com

 

Important Note:
It is important that you understand the ways in which we conduct business and the applicable laws and regulations that govern us. As a firm providing wealth management services to clients in the U.S., we are registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services.
Though there are similarities among these services, the investment advisory programs and brokerage accounts we offer are separate and distinct, differ in material ways and are governed by different laws and separate contracts.
It is important that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. While we strive to ensure the nature of our services is clear in the materials we publish, if at any time you seek clarification on the nature of your accounts or the services you receive, please speak with your Financial Advisor or call 1-866-485-0803.


 

 


 

 


 

 


 



 

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