Estate Tax Calculator


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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

$


Attorney Daintria McClure assists clients with Estate Planning, Elder Law and Estate Administration and Probate in the Mass- Metro West region including Worcester County Westborough (01581), Shrewsbury (01545), Grafton (01536, 01519, 01560), Millbury (01527, 01586), Hopkinton (01748), Upton (01568) and Southborough (01745, 01772). She also assists clients in the Mid Coast Region of Maine including Knox County, Rockland (04841), Rockport (04856), Camden (04843, 04847), Owls Head (04854), and Thomaston (04861). Attorney McClure also assists clients in the Space Coast Region of Florida, including Brevard County, Merritt Island (32952, 32953, 32954), Cocoa Beach (32931, 32932) Cocoa (32922, 32923, 32924, 32926, 32927) and Cape Canaveral (32920).


© 2017 The Law Office of Daintria W. McClure, C.P.A | Disclaimer
98 South Street, Westborough, MA 01581
| Phone: (774) 275-0158
77 Union Street, Rockland, ME 04841
| Phone: 774-275-0158

Estate Planning | Elder Law / Medicaid Planning | Probate / Estate Administration | Special Needs Planning |

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