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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Financial Management Network
26041 Acero
 • Mission Viejo, CA • 92691
Phone: (949) 455-0300 • Fax: (949) 716-7413 or
(949) 455-0303


**In the Event of an emergency that causes the phone lines to be down, you can call our satelite phone: Please dial (011)-(8816)414-55402 or you can call (480)768-2500 and when prompted dial (8816)414-55402.
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Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may loose value.   FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur. Any communications with prospective clients residing in states or international jurisdictions where FMN or FMNCC and their registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Insurance related services from FMN or FMNCC may not be provided to individuals residing in any states other than CA, CO, CT, FL, KS, NC, OR, WA and WI (for FMN) or  AZ, CA, CO, CT, FL, GA, IA, KS, MA, MO, NV, NC, ND, NY, OR, TX, and WA (for FMNCC).  Securities related services from FMNCC may not be provided to individuals residing in any states other than AK, AZ, AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MA, MI, MN, MS, MO, MT, ND, NM, NJ, NY, NV, NC, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI and VI.  The information you submit on the calculator pages may not be secure.  Please do not submit any information that must remain private. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Neither FMN nor FMNCC provide legal or tax advice.  Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.  Neither FMN nor FMNCC assisted in the preparation of this material, and its accuracy and completeness are not guaranteed. The opinions expressed are those of the author(s) and are not necessarily those of FMN, FMNCC or their affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.

 

NOTICE OF IDENTITY VERIFICATION

 

To help the government fight the funding of terrorism and money-laundering activities, and to verify your identity, federal law requires that FMN Capital Corporation (FMN) and/or National Financial Services LLC (NFS) obtain your name, date of birth, address, and a government-issued identification number before opening your account.  In certain circumstances, FMN and/or NFS may obtain and verify this information with respect to any persons(s) authorized to effect transactions in an account.  For certain entities, such as trusts, estates, corporations, partnerships, or other organizations, identifying documentation is also required.  Your account may be restricted and/or closed if FMN and/or NFS cannot verify this information.  FMN and/or NFS will not be responsible from any failure to provide this information, or from any restriction placed upon, or closing of, your account.

 

 

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