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. Through 2012 only estates valued at more than $5 million (or $10 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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First American Financial LTD
100 F Centre Boulevard • Marlton, NJ • 08053
Phone: 856 988 9113 (Marlton)
 • Fax: 856 988 9114
• Donald.Delmonte@lfg.com William.Eldridge@lfg.com Denise.Cherry@lfg.com

William Eldridge and Donald DelMonte are Registered Representatives and Investment Advisor Representatives of Lincoln Financial Advisors Corp.

Securities and investment advisory services are offered solely by Lincoln Financial Advisors Corp. a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. 100F Center Blvd. Marlton, NJ 08053. Phone # 856 988 9113. CRN200907-2032343

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states:
New Jersey.

We are registered to sell Securities in the following states:
Delaware, Massachusetts, Michigan, New Jersey, New York, Pennsylvania.