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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Oring & Co.

118 Wall Street
Princeton, NJ 08540
Map and Directions


33 S. Delaware Ave
Suite 101A
Yardley, PA 19067
Map and Directions

roring@oringco.com

Contact Form

Phone: (609) 759-3015

Fax: (609) 759-3018

Richard K. Oring are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer.  In this regard, this communication is strictly intended for individuals residing in all 50 states.
Richard K. Oring is Licensed in all 50 states.

Richard K. Oring are also separately registered as investment advisor representatives under New Century Financial Group, LLC, a Registered Investment Advisor registered with the Securities and Exchange Commission. As such, these services are strictly intended for individuals residing in all 50 states. Richard K. Oring is licensed in all 50 states.

Branch Office 118 Wall Street, Princeton NJ 08540  Phone: (609) 924-2049
 
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 rep registration requirements, as appropriate.  Follow-up, individualized responses to persons in a state 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 requirement, or an applicable exemption or exclusion.
 
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator