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8044 Montgomery Road Suite 530
Cincinnati, OH 45236
  • Phone:
    513-985-0320
  • Fax:
    513-985-0325
  • E-mail address: Michael.George@Lfg.Com
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Printed from: www.tri-statefinancialgroup.com
  • Tri-State Financial Group
  • 8044 Montgomery Road Suite 530, Cincinnati, OH 45236
  • 513-985-0320 | Michael.George@Lfg.Com

Federal Estate Taxes

How Much Estate Tax Might You Owe?

If upon your death the total value of your estate is less than the applicable exemption amount, no federal estate taxes will be due.

Taxes are an important consideration in distributing your estate because the money your estate pays in taxes will not be available to your heirs. Each estate is allowed a federal estate tax exemption — an amount that can pass transfer-tax-free, either through lifetime gifts or at death. The American Taxpayer Relief Act of 2012 extended the federal estate tax with a top tax rate of 40 percent. In 2019, only estates valued at about $11.4 million (or $22.8 million for some married couples) or more may be subject to the federal estate tax. If upon your death the total value of your estate is less than the applicable exemption amount, no federal estate taxes will be due.

You can use this calculator to estimate the taxable value of your estate and the approximate amount of federal estate taxes that could be owed.

Based on your estimates, these hypothetical results show the amount of federal estate taxes that could be owed on your estate.

Your Results

Net value of estate $0.00
Deduct federal estate tax exemption $0.00
Taxable value of estate $0.00
Multiply by federal estate tax rate 0.00%
Estimated federal estate tax due $0.00
Estimated amount to heirs and other beneficiaries $0.00

Are you comfortable with the amount you could pay in federal estate taxes? Keep in mind that many states and the District of Columbia have their own estate or inheritance taxes, or both, and many have exemptions less than the federal exemption. There are steps you may be able to take to help reduce your estate tax burden. Review your individual situation and develop a strategy to help reduce your estate tax liability and leave more money to your heirs.

How Much Will You Leave Your Heirs?

 

This is only an estimate of the federal estate taxes that could be owed on your estate.

This hypothetical example is used for illustrative purposes only. Actual results will vary.

The information in this calculator is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

This material was written and prepared by Emerald Connect, LLC.
© 2019 Emerald Connect, LLC. All Rights Reserved.

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Contact Us

8044 Montgomery Road Suite 530
Cincinnati, OH 45236
  • Phone:
    513-985-0320
  • Fax:
    513-985-0325
  • E-mail address: Michael.George@Lfg.Com

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Michael George is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corporation, a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliate companies. 

Tri-State Financial Group is not an affiliate of Lincoln Financial Advisors Corp.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are securities licensed in the following states. If your ar a legal resident of one of these states, please proceed.

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