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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

$


Patricia A. Mayer, Attorney at Law (formerly known as Patricia M. Doyle) has offices located in San Rafael, San Francisco, Walnut Creek, and Lafayette. She serves Marin, San Francisco, Sonoma, Alameda, and Contra Costa Counties and the surrounding areas.



© 2017 Law Office of Patricia A. Mayer
100 Larkspur Landing Circle, 112, Larkspur, CA 94939
| Phone: 415-482-7525 | 415-482-7555

Estate Planning | Asset Protection | Pet Trusts | Probate / Estate Administration | Estate Litigation | Estate Tax Planning | Trusts & Estate Planning | Special Needs Planning | Estate Planning/Non-Traditional Families | Advanced Estate Planning | Elder Law

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