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.)

$

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.)

$
 
   
   
Financial Planning Columbus, Ohio,Advisors,Westerville,Worthington,Dublin,Gahanna
245 Mt. Vernon Ave. Columbus, OH 43215
Phone: (614) 221-2211 Fax: (614) 221-9011










National Debt

sporter@retirewithsuccess.com

 

Eischen Financial Group serves Central Ohio, Columbus and surrounding communities including Dublin, Westerville, Worthington, Powell, Lewis Center, Gahanna, New Albany, Pickerington, Reynoldsburg, Blacklick, Upper Arlington, German Village, Grandview Heights, Granville, Grove City, Groveport, Hilliard, Canal Winchester, Mt. Vernon, Newark, Whitehall, Pataskala, Nashport, Zanesville, Dresden, Frazeysburg, Coshocton, Johnstown, Alexandria, Lancaster and more...

 Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. 2080 Ringling Blvd., Third Floor, Sarasota, FL 34237 (941) 441-1902

 Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion.

The information on this website is intended for use only by residents of the states listed below. Securities related services may not be provided to individuals residing in any state not listed.

We are licensed to sell Insurance Products and Securities in the following states:
Arizona, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Minnesota, North Carolina, Ohio, Washington.