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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

$


The Law Office of Julie Low, PLLC assists clients in Beverly, MA and throughout the North Shore including Salem, Wenham, Danvers, Peabody, Marblehead, Hamilton, South Hamilton, Manchester, Swampscott, Lynn, Topsfield, Essex, Middleton, Lynnfield, Ipswich, Saugus, Nahant, Malden, Everett, Gloucester, Medford, Melrose, Reading, North Reading, Rockport, Stoneham, Wakefield, Newbury, Newburyport, Rowley, Amesbury, Boxford, Andover, North Andover, Georgetown, Byfield, Groveland, Haverhill, Lawrence and Boston in Essex County, Suffolk County and Middlesex County



© 2017 Law Office of Julie Low, PLLC | Legal Disclaimer
4 Federal Street, Beverly, MA 01915
| Phone: 978-922-8800

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