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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Pioneer Credit Union
825 Morris Ave • Green Bay, WI • 54304-4503
Phone: 920-494-4541 Ext. 3049

Brad.Roethlisberger
@securitiesamerica.com
www.fspioneercu.com



 

 

 

 

 

Securities offered through Securities America, Inc. A Registered Broker/ Dealer, Member FINRA/SIPC Brad Roethlisberger, Registered Representative. Advisory services offered through Securities America Advisors, Inc., Brad Roethlisberger, Investment Advisor Representative.  Pioneer Credit Union and Financial Solutions at Pioneer are not affiliated with Securities America, Inc.

Not NCUA Insured. No Credit Union Guarantee. May Lose Value

Securities licensed in:  MI, WI

Insurance licensed in:  WI