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Estate Tax Calculator

Annual growth rate of your estate

Estimated Date of Death

Assets in Your Name

Real Estate

$

(e.g., market value of primary residence, vacation homes)

Bank Accounts

$

(e.g., checking, savings, CDs)

Retirement Investments

$

(e.g. IRAs, 401(k)s, 403(b)s, Keoghs, current value of deferred annuities)

Non-Retirement Investments

$

(e.g., stocks, bonds, mutual funds)

Personal Property

$

(e.g., autos, boats, art, jewelry)

Business Ownership Interests

$

(e.g., closely held business interests)

Other Assets

$

(e.g. potential inheritances)

Your Liabilities

Mortgage(s)

$

(e.g. home(s), equity loans)

Loans

$

(e.g. auto loans, credit cards)

Other Debt

$

Life Insurance on Your Life

Life Insurance Proceeds
insured is the owner

$

Life Insurance Proceeds
insured is NOT the owner

$

Charitable Bequests from Your Estate

Total Bequests

$

Estate Planning Deficiencies Check-Up

Just click below to access your own complementary checklist.  

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 Do you know for certain if your Estate Plan accomplishes your wishes for you and your family  under the current Estate and Income Tax Laws and in your currrent circumstances?

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