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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

$


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



© 2017 National Law Offices of Julius P. Terrell, PLLC | Disclaimer
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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