Life Planning Calculator

To estimate your Life Plan, enter an initial deposit and/or monthly deposits to calculate your future savings value.

Initial Deposit
$
Monthly Deposit
$
Growth Rate
   % per year
Years
  
Future Value*
$
*Based on Monthly Compounding.

Estate Tax Planning

Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years. This calculator uses the rules passed into law as part of the "American Taxpayer Relief Act of 2012." Please be aware that certain estate planning documents, which are beyond the scope of this calculator, may be necessary in order for assets to be distributed according to your wishes.


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Los Angeles, CA 90041

Phone: 323.254.3072
Toll Free: 888.988.401K
Fax: 323.395.0714

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