Estate Tax Estimator

Estimate potential estate tax liability based on your assets, liabilities, and deductions. This tool helps you understand the potential tax implications for your estate and identify planning opportunities to minimize estate taxes.

Assets

Primary Residence ($)

Other Real Estate ($)

Bank Accounts ($)

Investment Accounts ($)

Retirement Accounts ($)

Business Interests ($)

Life Insurance ($)

Personal Property ($)

Other Assets ($)

Liabilities

Mortgages ($)

Other Debts ($)

Deductions

Funeral Expenses ($)

Administrative Expenses ($)

Charitable Gifts ($)

Personal Details

Marital Status

Tax Year

State of Residence

Only states with significant estate taxes are included

Prior Taxable Gifts ($)

Gifts made during lifetime that exceeded annual exclusion

Estate Tax Calculation Results

Have suggestions for this tool? Contact us with your ideas.

Market Insights

Sector Analysis

Market Topics

Latest Market Analysis

Protection Strategies

Hedging Techniques

Risk Management

Protect Your Investments

Portfolio Strategies

Income Strategies

Advanced Techniques

Proven Investment Strategies

Planning Essentials

Retirement Income

Retirement Lifestyle

Secure Your Future

Income Strategies

Income Optimization

Alternative Income

Build Income Streams

Financial Fundamentals

Advanced Concepts

Financial Tools

Specialized Tools

Planning Tools

Financial Knowledge