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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Van De Hey Financial
311 East Ann Street Suite 2
 • Kaukauna, WI • 54130
Phone: 920-766-9988 • Fax: 920-766-6626

David Van De Hey is licensed in WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, IN, MD, MO, NE, UT, and WI and adviser registered in WI.  Andrew Van De Hey is licensed in WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in WI.  Corey Grimes is licensed in WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in TX and WI and adviser registered in WI and TX.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: David Van De Hey, Andrew Van De Hey, and Corey Grimes may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by David, Andrew or Corey 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 requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, the companies available through the Preferred Product Network, Inc., and/or through many fine carriers.  Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC.  Principal National, Principal Life, the Preferred Product Network, and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392.  David Van De Hey, Principal National and Principal Life Financial Representative, Princor Registered Representative, Financial Advisor.  Andrew Van De Hey, Principal National and Principal Life Financial Representative, Princor Registered Representative.  Corey Grimes, Princor Registered Representative, Financial Advisor.  Van De Hey Financial Services, Inc. is not an affiliate of any company of the Principal Financial Group®.

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