Estate Planning & Inheritance Tax Calculator

Estimates based on 2024 U.S. Federal Estate Tax laws (Exemption: $13.61 million per individual).

Real Estate: $

Bank Accounts: $

Investments: $

Retirement Accounts (e.g., IRA, 401k): $

Life Insurance (Death Benefit Owned by Deceased): $

Business Interests: $

Personal Property (Vehicles, Jewelry, Art): $

Other Assets: $

Calculated Gross Estate: $0.00

Mortgages: $

Other Loans (Student, Personal, etc.): $

Credit Card Debt: $

Funeral Expenses: $

Estate Administration Expenses: $

Charitable Contributions (from Estate): $

Marital Status of Deceased:

Assets Passing to Surviving U.S. Citizen Spouse: $

Total Gross Estate: $0.00

Total Debts: $0.00

Funeral & Admin Expenses: $0.00

Adjusted Gross Estate: $0.00

Marital Deduction: $0.00

Charitable Deduction: $0.00

Taxable Estate (before Federal Exemption): $0.00

Federal Estate Tax Exemption: $13,610,000.00

Net Taxable Estate (after exemption): $0.00

Estimated Federal Estate Tax: $0.00

Important Notes:

This calculator provides an estimate of U.S. Federal Estate Tax based on 2024 law ($13.61 million exemption per individual). Tax laws can change.
State Estate Taxes: Some states levy their own estate tax. This calculator does not compute state estate taxes. Check your state's laws. As of 2024, states with an estate tax include CT, DC, HI, IL, ME, MD, MA, MN, NY, OR, RI, VT, WA.
State Inheritance Taxes: A few states impose an inheritance tax, which is paid by beneficiaries. This calculator does not compute inheritance taxes. As of 2024, states with an inheritance tax include IA (phasing out), KY, MD, NE, NJ, PA.
This tool is for informational purposes only and not financial or legal advice. Consult with a qualified professional for estate planning.