Estate Tax Calculator


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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

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

$


Susan J. Shipley & Associates assist clients with Estate Planning, Elder Law / Medicaid Planning, Probate & Estate Administration and Special Needs Planning in Natick, Massachusetts and the cities of: Wayland, Framingham, Fayville, Sudbury, Ashland, Southborough, Sherborn, Wellesley, Marlborough, Weston and Wellesley Hills; and Middlesex, Norfolk and Worcester counties.


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5 Commonwealth Road, Suite 3A, Natick, MA 01760
| Phone: 508-872-6770

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