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 dragging the sliders left or right. Enter exact numbers by clicking in the box and type your number (no commas).
• The results of your calculations show in the box near the bottom of the calculator.

Property Owned
by You

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

Life Insurance Death Benefit

Enter the value of all of your life insurance policies.

Property Owned Jointly

Enter the value of all real estate property held jointly by you and other individuals.

IRAs, Plans, Annuities

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

Revocable Trusts

Enter the total value 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. Mouse over the graph bars to get a value readout.