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

$

Total Taxable Assets:

 $

Total Liabilities:

 $

Current Estate Value:

 $

Estate Value in (compounded at % for years):

 $

Charitable Bequests:

 $

Estate Value in (Less Charitable Bequests):

 $

Total Federal Estate Tax:

 $

Total Maryland Estate Tax:

 $

Total Federal and Maryland Estate Tax:

 $

Estate Planning Deficiencies Check-Up

Just click below to access your own complementary checklist.  

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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

$

Total Taxable Assets:

 $

Total Liabilities:

 $

Current Estate Value:

 $

Estate Value in (compounded at % for years):

 $

Charitable Bequests:

 $

Estate Value in (Less Charitable Bequests):

 $

Total Federal Estate Tax:

 $

Total Illinois Estate Tax:

 $

Total Federal and Illinois Estate Tax:

 $

Estate Planning Deficiencies Check-Up

Just click below to access your own complementary checklist.  

Email Marketing by AWeber

 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?

Follow Us