Share

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

$


With a convenient office location in Sandwich, Peter N. Conathan, Counselor at Law assists clients with Estate Planning, Wills, Trusts, Asset Protection, Special Needs Planning, Elder Law, Medicaid Planning, Guardianships and Probate & Estate Planning throughout Cape Cod including East Sandwich, Forestdale, Sagamore, Marstons Mill, Buzzards Bay, West Barnstable, Pocasset, Mashpee, Cotuit, Catumet, Osterville, Centerville, Onset, North Falmouth, East Wareham, Barnstable, Centerville, Silver Beach, Hyannis, West Yarmouth and Dennis in Barnstable County and Plymouth County.



© 2017 Peter N. Conathan, Counselor at Law
93 Route 6A, Sandwich, MA 02563
| Phone: 508-888-4922

Estate Planning | Advanced Estate Planning | Asset Protection | Elder Law | Incapacity Planning | Guardianships | Special Needs Planning | Planning for Children | Probate / Estate Administration

Attorney Website Design by
Amicus Creative