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Estate Tax Calculator

This federal and New York State estate tax calculator is made available on an as-is, as-available basis.It is general in nature, is provided for informational purposes only and should not be construed as legal, tax or investment advice or a legal opinion. We cannot guarantee that the content is accurate, complete, or timely, or that the calculator produces accurate and/or complete results. Laws of a particular state or laws which may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of information provided.

For more information about Estate Tax Planning please click here.


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

$



© 2017 Meg Rudansky, Attorney at Law | Attorney Advertising
36 Woodvale Street, Sag Harbor, NY 11963
| Phone: (631) 725-4778

Estate Planning | Estate Tax Planning | Family Limited Partnerships | Trusts & Estate Planning | Estate Planning/Non-Traditional Families | Estate Planning with Wills | Estate Administration | Planning for Children | Special Needs Planning | Guardianships | Pet Trusts | Asset Protection | Elder Law | Residential Real Estate |

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