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Estate Calculator

All figures returned by this Estate Tax Calculator are only viewable by you.

We do not have access to these estate Tax Calculations, nor is any of your given information stored. If you wish to discuss the figures returned by this calculator, please print the results and bring them to your consultation.

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NOTE: Before you enter your values in the fields below please delete the zeroes

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Step 1 – Enter the current market value of your assets (approximate):
Total value of all real estate: $
Total value of any/all investments (stocks & bonds): $
Total value of any/all profit sharing, IRAs & 401K: $
Total value of any/all businesses you own: $
Total value of any/all bank accounts (checking, savings): $
Total value of motor vehicles, boats & motor homes: $
Value of personal property & collectibles: $
Total amount of money owed to you: $
Total amount of life insurance payable upon your death: $
Total value of miscellaneous and other assets: $
Step 2 – Debts you owe:
Mortgages: $
CreditCards: $
Other: $
Step 3 – Marital Status and age group
MARITAL STATUS
Married
Single/Widowed/Divorced and Un-remarried
AGE GROUP
20-29 50-59
30-39 60-69
40-49 70+



Your Estate Value:

Your Federal Taxable Estate Value:
Your electric skateboard Estimated Federal Estate Tax:

Your State Taxable Estate Value:
Your Estimated State Estate Tax:

Your Estimated Total Estate Tax:
Your Estimated Probate Costs (3% of estate value):
Percent of gross estate taken from your family is:

SAMPLE PLANNING TOOLS

Family Limited Partnerships

Gift Trusts for Family Members

Lifetime Family Trusts

Grantor Retained Annuity Trust

Charitable Remainder Trust

Private Foundations

Sale to Grantor Trust

Beneficiary Defective Trust