|Investment Concepts, Inc.|
231 E. Buffalo St.
Milwaukee, WI 53202
|Federal Estate Tax Estimator
|Federal Estate Tax Estimator|
This is a hypothetical example intended for illustration purposes only.
This calculator calculates estate tax based upon a taxable estate that you input. It does not show any amounts that may pass to heirs outside the
taxable estate, including any additional amounts that may pass to a surviving spouse using the marital deduction. It is possible there is other
property from which the estate tax could be collected.
The only credit considered by this calculator is the unified credit (applicable credit amount).
The deceased spousal unused exclusion amount is available only for estates of decedents dying in 2011 or later and only if an election is made.
This calculator reduces the deceased spousal unused exclusion amount used to calculate the unified credit if the amount entered exceeds
the basic exclusion amount for the year of death entered.
This calculator does not calculate state death taxes owed. The taxable estate entered should be as reduced
by any deduction for state death taxes. Any state taxes could reduce the amount available for heirs.
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through Investment Concepts, Inc. which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
|Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.