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.)

$

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.)

$
 
   
   
Szarka Financial
29691 Lorain Road North Olmsted, OH 44070
Phone:

440.779.1430

800.859.8095

Fax: 440.779.0746
info@szarkafinancial.com

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CBC Magazine

Szarka Financial was recently featured in the March issue of CBC Magazine



Job Seeker's Networking Event

Come, meet some new people and begin to develop relationships that just might provide you a path to a new job opportunity!


6:30 - 8:30 pm
Wed, April 25th

Mavis Winkle’s
1st floor in the Crown Office Bldg,
5005 Rockside Rd
Independence, OH 44131
Map & Directions

Please click here to RSVP.



Career Transition Camp Follow Up

We had such an overwhelming response to our offer of assisting with networking, interviewing and resumes that we decided to offer another workshop.


6:30 - 8:30 pm
Wed, April 16th

Szarka Financial
29691 Lorain Rd
North Olmsted, OH 44070
Map & Directions

Please click here to RSVP.



Economic Update

Make plans to attend one of the Spring Economic Update sessions to hear some of the looming issues affecting the markets.


Chuck Conrad, JD &
Rick Martin CFP®


April 24th, 2012
12:00 - 2:00 pm
April 26th, 2012
6:00 - 8:00 pm

Szarka Financial
29691 Lorain Rd
North Olmsted, OH 44070

Please click here to RSVP.



Economic Update

Make plans to attend one of the Spring Economic Update sessions to hear some of the looming issues affecting the markets.


Mark Stratis, CFP®

April 26th, 2012
12:00 - 2:00 pm
May 1st, 2012
6:00 - 8:00 pm

Szarka Financial
29691 Lorain Rd
North Olmsted, OH 44070

Please click here to RSVP.



Economic Update

Make plans to attend one of the Spring Economic Update sessions to hear some of the looming issues affecting the markets.


Alex Menassa, MBA, CPA

May 1st, 2012
12:00 - 2:00 pm
May 3rd, 2012
6:00 - 8:00 pm

Szarka Financial
29691 Lorain Rd
North Olmsted, OH 44070

Please click here to RSVP.



Planning for the Cost of Education

Mark Stratis will share tips developed by the FPA to help you navigate the challenge of paying for a college education.


Mark Stratis, CFP®

June 14th, 2012
7:00 - 8:30 pm

Cuyahoga County Public Library
Fairview Park Branch
21255 Lorain Road
Fairview Park, Ohio 44126

Please click here to RSVP.

Contact Info

29691 Lorain Rd. N. Olmsted, OH 44070

info@szarkafinancial.com

Phone:
440.779.1430
800.859.8095

Fax:
440.779.0746

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A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep 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 states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

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*Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor. Insurance services offered through Szarka Financial, which is not affiliated with FSC Securities Corporation.

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