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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Community Wealth Management
2775 Buford Hwy • Duluth, GA • 30096
Phone: 678-473-6723 • Fax: 770-476-4295
• terry.swaim@investfinancial.com

Securities and insurance products through INVEST Financial Corporation (INVEST), member FINRA/SIPC, and affiliated insurance agencies. INVEST is not affiliated with Community Wealth Management, Inc.   Advisory services offered through INVEST, a Registered Investment A dvisor. INVEST and Community Wealth Management Inc. are not affiliated with Gwinnett Community bank or it's entities. 

The products offered are not insured by the FDIC or any other agency of the U.S., the bank, or an affiliate of the bank. Products are not deposits, or other obligations, or guarantees of the bank or an affiliate of the bank. Products are subject to investment risks, including the possible loss of principal amount invested.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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