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



(e.g. home(s), equity 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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