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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Invest Financial
165 West Avenue • Crossville, TN • 38555
Phone: 931-707-2210
www.ccb-investmentservices.com

Registered representatives of INVEST Financial Corporation(INVEST), member FINRA, SIPC, a registered broker dealer is not affiliated with CCB Investment Services nor Cumberland County Bank.  Securities, advisory services and certain insurance products are offered through INVEST Financial Corporation, a Registered Securities Broker Dealer and Registered Investment Advisor, and its affiliated insurance agencies.  Products offered through INVEST and its affiliated insurance agencies and are:

NOT FDIC INSURED |  May lose value  |  No Bank Guarantee

 

 

 

Important Consumer Information: 

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirments of, and are approved to do business by, the state; or (b)are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

 

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