Estate Tax Calculator

This tool estimates your net taxable estate by subtracting liabilities and deductions from your total assets. It also considers the lifetime gift exemption.

Assets

Residence & Other Real Estate

Include your primary home, second homes, and any investment properties.

Stocks, Bonds, and Other Investments

Include brokerage accounts, mutual funds, and crypto assets.

Savings, CDs, and Checking Account

Bank savings, certificates of deposit, and checking balances.

Vehicles, Boats, and Other Properties

Estimated resale value of all personal vehicles and boats.

Retirement Plans

Include IRAs, 401(k)s, and pensions (pre-tax).

Life Insurance Benefit

Face value of life insurance owned by the deceased.

Other Assets

Art, jewelry, collectibles, businesses, etc.

Liabilities, Costs & Deductions

Debts (mortgages, loans, credit cards)

Total liabilities and outstanding debts.

Funeral & Administrative Expenses

Funeral costs and estate administration fees.

Charitable Contributions

Deductible gifts to qualified organizations.

State Inheritance or Estate Taxes

Applicable state-level estate or inheritance tax.

Lifetime Gifted Amount

Tax-Free Gifts Given During Lifetime

Cumulative amount of gifts made without paying gift tax.