Estate Tax Calculator


Share

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 Law Office of Crowley Timothy W, Esq. assists clients with Estate Planning, Estate administration and Special Needs Planning in Connecticut area including Madison, New Haven, Shoreline and Guilford.


© 2018 Crowley Timothy W, Esq. | Disclaimer
23 Woodland Road, B-1, Madison, CT 06443
| Phone: (203) 318-9333

Estate Planning | Probate / Estate Administration | Special Needs Planning | Asset Protection | Charitable Planning | Conservator/Guardians | Trustee Representation | Beneficiary Representation | Family Business Succession | Long-Term Care Planning | Tax-Exempt Organizations

Attorney Website Design by
Amicus Creative