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
Life Insurance on Your Life
Charitable Bequests from Your Estate