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.


Market Snapshot

      

 

Finra's BrokerCheck

Company Info

Goodwin Schroeder Securities, Inc.
7801 Academy Blvd NE, Building 1 Suite 206
Albuquerque, NM 87109
Phone: 505-797-7447
Toll Free: 800-777-5094
Fax 505-797-7557
Email: sarah@goodwinsecurities.com

Follow Us