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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University Federal Credit Union
3305 Steck Avenue • Austin, TX • 78757
Phone: 512-467-8080
www.ufcu.pfyfn.com • investments@ufcu.org

Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured or credit union guaranteed and may lose value. Registered representatives are employees of UFCU and registered through CFS. UFCU is affiliated with CFS (Member FINRA/SIPC) and a SEC Registered Investment Advisor.