The Estate Tax calculator allows you to estimate the total current value of your estate and the potential current year tax liability on that estate.

• Enter ballpark values by clicking on and dragging the diamond-shaped sliders left or right. Enter exact numbers by clicking on the number in the box on the right and type your number (no commas).
• The results of your calculations show in the box at the bottom of the calculator.

Prop Owned by You

Enter the value of all real estate property held in your name. This would possibly include your primary residence and any other properties that you own individually

Life Ins Death Benefit

Enter the value of all of your life insurance policies.

Prop Owned Jointly

Enter the value of all real estate property held jointly by you and other individual(s).

IRAs, Plans, Annuities

Enter the total values of all tax deferred retirement plans held in your name.

Irrevocable Trusts

Enter the total values of all assets held in revocable trusts.

Other Property

Enter the value of all other assets held by you individually or jointly with other people.

Current Estate Value

This is the calculated sum of all values entered above.

Results

This summarizes your estate value, the estimated tax on that estate and what the effective tax rate is on the estate.

Graph

The interactive graph shows you the value of your estate and the estimated tax. Pass your cursor over the graph bars to get a value readout.