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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Acc-u-rite Tax Service, Inc.
6320 W. Forest Home Ave. • Milwaukee, WI • 53220-1918
Phone: 414-541-4900 • Fax: 414-541-6220
www.acc-u-rite.com • paul@acc-u-rite.com WickertP@hdvest.net

Paul S. Wickert, EA, ChFC, IAR - Investment Advisory Representative
*Securities offered through H.D. Vest Investment ServicesSM, Member;
Advisory Services offered through H.D. Vest Advisory ServicesSM
Non-Bank subsidiaries of Wells Fargo & Company
6333 North State Highway 161, Fourth Floor
Irving TX 75038   (972) 870-6000SIPC

IMPORTANT NOTE: Paul S. Wickert is a registered representative registered to transact business with clients in WI and IL. Paul S. Wickert is also an investment adviser representative licensed in WI. Paul S. Wickert is insurance licensed in the following states; WI. 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;,Advisory Services offered through H.D. Vest Advisory ServicesSM,  non bank subsidiaries of Wells Fargo & Company.SIPC

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
• May lose value

Acc-U-Rite Tax & Financial Services is not a registered broker/dealer or independent investment advisory firm.