The Pastor Financial Group
Renee Pastor, AIF®
Founder / Wealth Manager
909 Poydras St
# 1240
New Orleans, LA 70112
504-309-3994
renee@thepastorgroup.com
thepastorgroup.com
 
 




Federal Estate Tax Estimator
Federal Estate Tax Estimator

Enter year of death (or project estate tax based upon tax provisions for year entered).

$

Enter amount of gross estate minus the qualified conservation easement exclusion and any deductions, including state death taxes.

$

Enter amount of post-1976 taxable gifts unless gift is includable in gross estate.

$

Enter gift tax calculated using year of death estate tax rates minus available unified credit in year of gift.

$

Enter amount of the unified credit applicable exclusion amount unused by the last deceased spouse of the surviving spouse whose estate tax is being calculated here. Both spouses must die after 2010.



This is a hypothetical example intended for illustration purposes only.

This calculator calculates estate tax based upon a taxable estate that you input. It does not show any amounts that may pass to heirs outside the taxable estate, including any additional amounts that may pass to a surviving spouse using the marital deduction. It is possible there is other property from which the estate tax could be collected.

The only credit considered by this calculator is the unified credit (applicable credit amount).

The deceased spousal unused exclusion amount is available only for estates of decedents dying in 2011 or later and only if an election is made. This calculator reduces the deceased spousal unused exclusion amount used to calculate the unified credit if the amount entered exceeds the basic exclusion amount for the year of death entered.

This calculator does not calculate state death taxes owed. The taxable estate entered should be as reduced by any deduction for state death taxes. Any state taxes could reduce the amount available for heirs.


IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Investment advisory services provided by NewEdge Advisors, LLC doing business as The Pastor Financial Group as a registered investment adviser.  Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

Third party posts found on this profile do not reflect the views of NewEdge Advisors, LLC or NewEdge Securities, Inc. and have not been reviewed by either entity as to accuracy or completeness. 
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2024.