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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Andrews Advisory Associates, LLC
1188 Bishop Street #1808 • Honolulu, HI • 96813
Phone: (808) 521-4015 • Fax: (808) 536-3504
www.andrewsllc.com • AAA@AndrewsLLC.com

Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through Andrews Advisory Associates, LLC , a registered investment advisor not affiliated with FSC Securities Coporation.

 

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AZ, CA, CO, CT, HI, IA, MN, NV, OR, UT, VA, WA.

 
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.