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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WYNN FINANCIAL SERVICES
6130 Stoneridge Mall Rd. Suite 105 • Pleasanton, CA • 94588
Phone: (925)828-4661 • Fax: (925)828-4663
www.wynnfs.com • ronald.lwin@wynnfs.com

*IMPORTANT NOTE:
Ronald W. Lwin is a registered representative registered to transact business with clients in California, Florida, & Nevada.
Ronald W. Lwin is advisory licensed in the following states, California.
Ronald W. Lwin is insurance licensed in the following states, California. CA Insurance License No. 0C00781.
Ronald W. Lwin is a licensed Realtor in the following states, California. DRE License No. 01370853.
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 or insurance services over the internet.
WYNN FINANCIAL SERVICES is not a registered broker/dealer or an independent investment advisory firm.
Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC,
Advisory services offered through H.D. Vest Advisory ServicesSM,
Non-bank subsidiaries of Wells Fargo & Company.
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