Anticipating estate taxes is an important part of the estate planning process. A solid estate plan will address the issues of state and federal taxes due upon your death. To determine your taxable estate, estimate your total assets and total liabilities and enter them into the calculator below.
Total Assets:
Total Liabilities:
This calculator includes the total federal and state estate tax for a resident of any state that has a "credit" estate tax (sometimes called a "pickup" tax or a "sponge" tax). Many, but not all, states have this type of tax. Your tax may vary depending upon the type of death tax in your state of residence and in any other states in which you may own realty or tangible personal property.
IMPORTANT LEGAL INFORMATION: This is an educational tool designed to provide you with feedback based on the information that you input and is not intended as investment advice. This is not a recommendation to buy or sell any particular product or security or a definitive answer to your personal financial situation. For a thorough analysis of your financial situation, please contact your financial adviser.
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