516-888-6436
Share

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

$


The Law Offices of Joel Schwartz assists clients in Long Island, Nassau, Suffolk County and throughout Queens County, NY including: Arverne, Astoria, Bayside, Bellerose, Breezy Point, Cambria Heights, College Point, Corona, East Elmhurst, Elmhurst, Far Rockaway, Floral Park, Flushing, Forest Hills, Fresh Meadows, Glen Oaks, Hollis, Howard Beach, Jackson Heights, Jamaica, Kew Gardens, Little Neck,Long Island City, Maspeth, Middle Village, Oakland Gardens, Ozone Park, Queens Village, Rego Park, Richmond Hill, Ridgewood, Rockaway Park, Rosedale, Saint Albans, South Ozone Park, South Richmond Hill, Springfield Gardens, Sunnyside and Whitestone.



© 2019 Law Offices of Joel M. Schwartz | Attorney Advertising
1180 Northern Blvd, Suite 201, Manhasset, NY 11030
| Phone: 516-888-6436

Estate Planning | Probate & Estate Administration | Elder Law | Special Needs Planning

Attorney Website Design by
by Zola Creative

Legal Practice Management
by Zola Suite