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Estate Tax Planning

Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years. This calculator uses the rules passed into law as part of the "American Taxpayer Relief Act of 2012." Please be aware that certain estate planning documents, which are beyond the scope of this calculator, may be necessary in order for assets to be distributed according to your wishes.


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Securities and advisory services offered through The Strategic Financial Alliance, Inc., (SFA), member FINRA/SIPC, which is otherwise unaffiliated with Larkspur Financial Advisors or LFA Holdings, Inc. Ronald Murphy, CLU, ChFC (CA Insurance License #0290052) is a Registered Principal and Investment Advisor Representative of SFA. J. Richard Arellano, CLU, ChFC (CA Insurance License #0186691), and Kevin Bartel (CA Insurance License #0J04584) are Registered Representatives and Investment Advisor Representatives of SFA.

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