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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Dorothy Yandle
8037 Corporate Center Drive, Ste. 300 • Charlotte, NC • 28226
Phone: (704) 543-0690 • Fax: (704) 543-7711
www.dyandle.com • dyandle@yandle.com

IMPORTANT NOTE: Dorothy Yandle is a registered representative registered to transact business with clients in California, Florida, North Carolina, Pennsylvania and South Carolina. Dorothy Yandle is insurance licensed in the following state North Carolina. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency.  Are not deposits of or guaranteed by the bank or any bank affiliate and may lose value.