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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Royal Alliance
17263 Wild Horse Creek Rd., Suite 202 • Chesterfield, MO • 63005
Phone: 636.230.3900 • Fax: 636.449.8078
www.dawatsonco.com • david@dawatsonco.com

 

 

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David A. Watson is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc., Member FINRA/SIPC , a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, DE, FL, IA, IL, IN, MO, NC, NY.  No offers may be made or accepted from any resident outside the specific states referenced.

  

David A. Watson is separately registered as an Investment Advisor Representative under Pines Wealth Management, LLC, a Registered Investment Advisor.  Pines Wealth Management, LLC is not associated with Royal Alliance Associates, Inc.  D. A. Watson & Company is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment adviser.

 

Insurance placed through The Blue Chip Consortium, LLC. not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor.

 

 

IMPORTANT CONSUMER INFORMATION:

A broker-dealer "BD", investment adviser "IA", a BD agent or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA representative, as appropriate.  Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to affect 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 their state securities law administrator.