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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UW Credit Union
3500 University Ave. • Madison, WI • 53705
Phone: 608-232-5000 or 800-533-6773, ext. 2107
www.uwcuinvestmentservices.org

 

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC., and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Nate Condon, Clint Walkner, Jeremy Marshall, and Jason Sherry, Representatives. UW Credit Union and UW Credit Union Investment Services are not affiliated with the Securities America companies.
 
Securities licensed in:  AZ, CA, FL, IA, IL, MN and WI
Insurance licensed in:  WI
Investment Advisory licensed in:  WI
 
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