Estate Tax Calculator

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

$


Vaughn-Martel Law represents clients in Suffolk County, Middlesex County, Essex County, Norfolk County, Plymouth County, Bristol County, Worcester County, Hampden County, and Franklin County. In Suffolk County MA, our Boston divorce attorneys and other attorneys can represent you if you reside in Allston MA 02134, Boston MA, East Boston MA 02128, Back Bay MA 02116, Beacon Hill MA 02114, Brighton MA 02135, Revere MA 02151, Cambridge MA 02139, Cambridge MA 02140, Charlestown MA 02129, Jamaica Plain MA 02130, Winthrop MA 02152, Roxbury MA 02118, Roxbury Mission Hill MA 02120, and Chelsea MA 02150.

© Vaughn-Martel Law  |  Disclaimer  |  Law Firm Website Design by Amicus Creative

© Vaughn-Martel Law  |  Disclaimer  |  Law Firm Website Design by Amicus Creative



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| Phone: 617-357-4898

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