Estate Taxes  
Taxes are an important consideration in distributing your estate because the money your estate pays in taxes will not be available to your heirs. Each estate is allowed a federal estate tax exemption — an amount that can pass transfer-tax-free, either through lifetime gifts or at death. The 2010 Tax Relief Act reinstated the federal estate tax. Through 2012 only estates valued at more than $5 million (or $10 million for some married couples) may be subject to the federal estate tax. If upon your death the total value of your estate is less than the applicable exemption amount, no federal estate taxes will be due.

You can use this calculator to estimate the taxable value of your estate and the approximate amount of federal estate taxes that could be owed.
     

Gross Value of Estate (Included in the gross estate are items such as real estate, stocks and bonds, insurance on the decendent's life, annuities, and miscellaneous property.)

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Allowable debts, expenses, deductions (Allowable debts are only valid debts owed by the decedent at the time of death. Allowable expenses may include funeral costs and expenses incurred in administering certain property. You may be able to deduct charitable bequests and certain losses that occur during the settlement of the estate.)

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Dew Wealth
8800 East Raintree Drive, Suite 115 • Scottsdale, AZ • 85260
Phone: 480-614-9119 • Fax: 480-614-2288
• info@dewwealth.com

This website is intended to provide general information about our firm, our services and as a method for contacting us. No information herein shall be construed as an offer to "buy," "purchase" or "sell" a security. We will only render investment advice, recommendations or services after the following conditions have been met:

1. Delivery of our form ADV Part II.

2. Execution of an Investment Advisory and/or Financial Planning Engagement Letter.

Although information and materials contained in this website are gathered from data we believe to be accurate at the time of publishing, it is not guaranteed as to accuracy and is not represented as complete or intended as the primary basis for investment decisions. Information presented herein is not to be construed as advice meeting the particular needs of any investor. All mention of performance is based on historical experience. It should not be assumed that past performance is any indication of future results.

Dew Wealth Management
8800 East Raintree Drive
Suite 115
Scottsdale, AZ 85260

Tel: 480/ 614-9119
Fax: 480/ 614-2288