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)?

$

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.)

%

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)

%
 
   
   
Gulf Coast Educators Federal Credit Union
5953 Fairmont Parkway Pasadena, TX 77505
Phone: (281) 925-4140 Fax: (281) 998-5891
www.gcefcu.pfyfn.com sgilbert@swbcinvestments.com

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Services, LLC, SWBC Investment Company and this institution are not affiliated. SWBC Investment Company is a Registered Investment Advisor.
 
Securities are:
  • Not NCUA/NCUSIF Insured
  • Not Guaranteed by the Credit Union
  • Not a Deposit
  • Not insured by any Federal Government Agency
  • May Lose Value
 
Supervisory Office:
Allen Barton,
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   
San Antonio, TX  78216
(210) 321-7296
(210) 525-9461  Fax
compliance@swbcinvestments.com