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. In 2012, only estates valued at more than $5.12 million (or $10.24 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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Roby Financial
5865 W. Hidden Springs Dr., • Boise, ID • 83714
Phone: (208)-229-7629 • Fax: (208)-229-0008
• mark@robyfinancial.com

Mark Roby, Rick Roby, and Tyrone Clarence are registered representatives with Sunset Financial Services, Inc., a FINRA registered broker-dealer.  Sunset Financial Services is registered to offer securities products in all 50 United States.  Mark Roby is registered  to offer securities products in AZ, CA, CO, DE, FL, ID, MD, MO, MS, NC, NH, NJ, NM, NV, OR, and WA.  Mark Roby is also licensed to offer insurance products in CA, CT, FL, ID, MD, MS, MO, NV, NM, OR, UT,and WA,.   Rick Roby is registered to offer securities in ID, OR, and NM.  Rick Roby is also licensed to offer insurance products in ID, OR, and NM.  Tyrone Clarence is registered to offer securities products in ID.  Tyrone Clarence is also licensed to offer insurance products in ID.  The information included herein should not be considered a solicitation or an offer to sell product in any state besides those which Mark Roby, Rick Roby, and Tyrone Clarence are properly licensed.

*Securities and investment advisory services offered through Sunset Financial Services, Inc.



3520 Broadway

Kansas City MO  64111

Phone 816-753-7000 (home office)

Member FINRA/SIPC

Sunset Financial is not affiliated with Roby Financial.

 

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