Estate Tax Calculator

Estimate estate tax with transparent assumptions.

Residence & Other Real Estate

Stocks, Bonds, and Other Investments

Savings, CDs, and Checking Account Balance

Vehicles, Boats, and Other Properties

Retirement Plans

Life Insurance Benefit

Other Assets

Debts (mortgages, loan, credit cards, etc)

Funeral, Administration, and Claims Expenses

Charitable Contributions

State Inheritance or Estate Taxes

Total amount you've gifted tax free in your lifetime

Federal estate-tax exemption

Federal estate-tax rate

ESTATE TAX$0.00

Gross estate: $2,500,000.00; deductions: $350,000.00; taxable estate after exemption and gifts: $0.00; estimated estate transferred after federal tax: $2,150,000.00.

Estimate based on the values shown

Formula checkedSums includable assets, subtracts debts, expenses, charity and state taxes, then applies lifetime gifts against the entered federal exemption.

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Useful next steps

$Income TaxEstimate income tax with transparent assumptions→$Marriage TaxEstimate marriage tax with transparent assumptions→$FinanceEstimate finance with transparent assumptions→