Portell Financial Services, Inc. - Resources - Calculators

1210 Washington Street

Highland, IL 62249

618.654.4426

Fax: 618.654.4942

Estate Tax Calculator

This calculator can help you estimate your future estate tax liability and will illustrate the difference between a Will and an A/B Trust.

Will or Trust? Simple Will Spouse A/B Trust (revocable; living or testamentary)
Assumed Year of Death for Estimating Purposes
Today's Estate Value ($)
Percentage Growth Rate % %

Here are Your Answers

Estate Value at Death
Marital Deduction
Total Taxable Estate
Tentative Federal Estate Tax
Federal Credit Amount
Credit for State Death Taxes
Net Federal Estate Tax Due

Portell Financial Services, Inc. is presently licensed to sell traditional life insurance in AL, CO, FL, GA, IL, IN, MI, MO, OR, SC, TN, VA, WV. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.

Variable life and annuity products, as well as other securities products, may be sold in AL, AR, CA, FL, GA, IL, IN, MA, MO, NJ, PA, SC, TN, TX. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Portell Financial Services, Inc. is independently owned and operated.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

Portell Financial Services, Inc. is a Member Firm of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.