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Please note, for New Jersey residents, the New Jersey estate tax is not linked to the Federal exemptions and additional calculations are required.
Please note further that the Federal Estate Tax has been completely eliminated for 2010 only. Congress recently enacted changes which set the Federal exemption for an individual at $5,000,000.00 for 2011 and 2012. This law is subject to review in Congress and changes may be made in the near future.
Assumptions
Annual growth rate of your estate |
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Estimated Date of Death |
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Assets in Your Name
Real Estate |
$ |
(ex., market value of primary residence, vacation home) |
Bank Account |
$ |
(ex., checking, savings, CDs) |
Retirement Investments |
$ |
(ex. IRAs, 401(k)s, 403(b)s, Keoghs, current value of deferred annuities) |
Non-Retirement Investments |
$ |
(ex., stocks, bonds, mutual funds) |
Personal Property |
$ |
(ex., autos, boats, art, jewelry) |
Business Ownership Interests |
$ |
(ex., closely held business interests) |
Other Assets |
$ |
(ex. potential inheritance) |
Your Liabilities
Life Insurance on Your Life
Charitable Bequests from Your Estate
Rose & Zucker, LLC provides quality legal representation throughout the Bayonne and Summit, New Jersey areas including Hudson County, Essex County, Union County, Morris County, and the cities of Newark, Elizabeth, Jersey City, Union, Millburn/Shorthills, Chatham, and Springfield. We also serve clients in the following zip codes: 07002, 07305, 07306, 07901, 07081, 07083, 07194, 07206, 07309, 07304, 07201, 07114, and 07105.
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