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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 |
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Estimated Date of Death |
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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
Life Insurance on Your Life
Charitable Bequests from Your Estate
The Law Office of Julie Low, PLLC assists clients with Estate Planning, Wills, Trusts, Advanced Estate Planning, Asset Protection, Special Needs Planning, Business Succession Planning, Pet Trusts, Probate and Estate Administration, Elder Law, Medicaid Planning and Veteran Benefits 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
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