Share

Estate Tax Calculator

This tool is provided to help estimate potential estate taxes and should not be relied upon without the assistance of a qualified estate tax professional. Unless specifically stated, this calculator does not estimate separate estate or inheritance taxes which are levied in many states. A properly crafted estate plan may significantly reduce potential estate tax liabilities.


Assumptions

Annual growth rate of your estate

Estimated Date of Death

Assets in Your Name

Real Estate

$

(ex., market value of primary residence, vacation home)

Bank Account

$

(ex., checking, savings, CDs)

Retirement Investments

$

(ex. IRAs, 401(k)s, 403(b)s, Keoghs, current value of deferred annuities)

Non-Retirement Investments

$

(ex., stocks, bonds, mutual funds)

Personal Property

$

(ex., autos, boats, art, jewelry)

Business Ownership Interests

$

(ex., closely held business interests)

Other Assets

$

(ex. potential inheritance)

Your Liabilities

Mortgage(s)

$

(ex. home(s), equity loan)

Loans

$

(ex. auto, credit card)

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

$



© 2017 C.S. Scarcella & Associates | Disclaimer
250 West 1st Street, Claremont, CA 91711
| Phone: (800) 587-3162

Advanced Estate Planning | Asset Protection | Business Succession Planning | Conservatorships | Estate Planning | Estate Tax Planning | Estate Planning/Non-Traditional Families | Family Limited Partnerships | Legacy Planning | MediCal Planning | Living Trust Plus (TM) | Probate & Estate Administration | Personal Asset Trust SM | Planning for Children | Pet Trusts | Special Needs Planning | Trusts | Veterans Benefits | Wills | About | Our Philosophy

Law Firm Website Design by
Amicus Creative