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)

%
 
   
   
Principal
201 Jones Road, Suite 212 • Waltham, MA • 02451
Phone: 1-781-398-1565 • Fax: 1-781-891-0979
www.we-stand-out.com

Representatives are licensed in CA, CO, CT, FL, MA, ME, NH, NJ, NY and VA  to offer life insurance (including variable life), annuities (including variable annuities), securities and in IL to offer securities. Not all reps are licensed in all states listed above. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: Representatives may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if (s)he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by representatives that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative or any financial institution (s)he represents, contact your state securities law administrator.  Principal Life Insurance Company, Des Moines, IA 50392. Principal Life maintains certificates of authority to transact insurance in all 50 states. Its NAIC identification number is 61271. Insurance products issued by Principal Life Insurance Company. Securities are offered through Princor Financial Services Corporation, 800-247-4123, member SIPC, and/or independent broker/dealers. Securities sold by a Princor Registered Representative are offered through Princor®. Princor and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392.

 

Privacy Policy