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form_title=Hire an Estate Planning Service form_header=An estate planning service can plan for the myriad and variety needs of your estate. Please describe your estate:=_ What services do you expect out of this service?=_ What are your future plans for the estate?=_
form_title=Hire an Estate Planning Service form_header=An estate planning service can plan for the myriad and variety needs of your estate. Please describe your estate:=_ What services do you expect out of this service?=_ What are your future plans for the estate?=_
form_title=Hire an estate planner form_header=An estate planner will help you plan for the needs of your estate. Have you ever had your estate apraised?= () Yes () No What assets do you have that are included in your estate?=_ Are there any liens on the property?= () Yes () No Will you want a will?= () Yes () No
form_title=Plan for Your Estate and Complete a Will form_header=Having a will in place and an estate plan will help for a smooth transition . Do you have all your legal documentation already prepared?= () Yes () No Describe your financial assets?=_ How many members are there to your estate?=_
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. As of 2010, the estate tax has been repealed, but it will reappear starting in 2011. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years. 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. It is very important to note that it is very likely that a congressional change will be made in 2010 that could greatly impact estate taxes, and it could possibly be retroactive to the beginning of 2010.
U.S. Estate Tax Return, Form 706, must be filed for every U.S. citizen or resident decedent whose gross estate exceeds $3.5 million (raised from $2 million in 2008). The top estate tax rate is 45%.
Note: For 2010, there is no Estate tax and instead the Capital Gains tax is assessed on all deceased person's estates. However, in 2011, the Estate tax is currently scheduled to return. A rate of 55% will apply to all individually owned assets over $1 million ($2 million for married couples).
