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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New Century Financial Group
118 Wall Street • Princeton, NJ • 08540
Phone: (609) 924-2049 • Fax: (609) 924-0649
• roring@ncfg.com

 

New Century Financial Group, LLC ("NCFG") is a registered investment adviser with it’s principal place of business in the State of New Jersey. NCFG and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which NCFG maintains clients. NCFG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisery/management services. Any subsequent, direct communication by NCFG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of NCFG, please contact the U.S. Securities Exchange Commission www.adviserinfo.sec.gov.

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory services offered through New Century Financial Group, LLC a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in all 50 States. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a sate by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. 

For additional information about NCFG, including fees and services, send for our disclosure statement as set forth on Form ADV from NCFG using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

SIPC / FINRA
 

PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. NCFG and Royal Alliance Associates, Inc., make no representation as to the completeness or accuracy of information provided at these web sites. Nor are these companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving NCFG’s web site and assume total responsibility and risk for your use of the web sites you are linking to.