Estate Tax Calculator | Fitzgerald Law Office LLC

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:	$

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2018 Copyright Fitzgerald Law Office, LLC
2580 Foxfield Road, Suite 200, St. Charles, IL 60174 | Phone: (630) 549-6961

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:	$

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LegalVault Login - Hospitals

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Fitzgerald Law Office, LLC
2580 Foxfield Road, Suite 200, St. Charles, IL 60174 | Phone: (630) 549-6961