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.


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



(ex. home(s), equity loan)



(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


The National Law Offices of Julius P. Terrell assists clients with Estate Planning, Wills, Trusts, Business Planning, Probate, Real Estate, Securities Law, Litigation, Arbitration & Dispute Resolution, Government Relations Matters and Contract Drafting in Washington DC, Prince George's County, MD and Montgomery County, MD

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1455 Pennsylvania Ave N.W, Suite 400, Washington, DC 20004
| Phone: 202-349-5554
9701 Apollo Dr, Suite 301, Largo, MD 20774
| Phone: 240-487-5961

Business & Estate Planning | Family Law | Civil Litigation | Probate / Estate / Trust Adm | Real Estate | Contract Drafting | Arb. & Dispute Resolution | Government Relations | Securities Law | Commercial Real Estate | Advanced Estate Planning

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