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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.

Annual growth rate of your estate

Estimated Date of Death

Assets in Your Name

Real Estate

$

(e.g., market value of primary residence, vacation homes)

Bank Accounts

$

(e.g., checking, savings, CDs)

Retirement Investments

$

(e.g. IRAs, 401(k)s, 403(b)s, Keoghs, current value of deferred annuities)

Non-Retirement Investments

$

(e.g., stocks, bonds, mutual funds)

Personal Property

$

(e.g., autos, boats, art, jewelry)

Business Ownership Interests

$

(e.g., closely held business interests)

Other Assets

$

(e.g. potential inheritances)

Your Liabilities

Mortgage(s)

$

(e.g. home(s), equity loans)

Loans

$

(e.g. auto loans, credit cards)

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

$



Robinson & Baltuch assists clients with Estate Planning, Probate and Estate Administration, Medicaid Planning and IRA Preservation in Bala Cynwyd, Pennsylvania and surrounding areas including King of Prussia, Plymouth Meeting, Malvern, Radnor and Philadelphia.

Philadelphia area Estate Planning and Elder Law attorneys Dahlia Robinson-Ocken offers creative planning in the areas of estate planning, elder law planning, wills, revocable living trusts, long-term care asset protection planning, powers of attorney, medical powers of attorney, guardianships, irrevocable trusts, living wills, estate, probate and trust administration, probate avoidance, asset protection and planning for physicians, tax planning, lawsuit protection planning (including professional malpractice lawsuit protection planning), planning for minor children, faith-based planning, Medicaid planning, Veterans benefits planning and resources, charitable planning and gifting, special needs and disability planning, estate tax planning, business law and succession planning, and Medicaid applications and long-term care crisis planning. Dahlia serves the entire southeastern Pennsylvania and southern and central New Jersey region, including Philadelphia, Montgomery County, Delaware County, Bucks County, Chester County, King of Prussia, Springfield, and Conshohocken in Pennsylvania, as well as Camden County, Gloucester County, Burlington County, and Mercer County in New Jersey.

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The Robinson Law Firm | 267.225.DLAW (3529) | Info@ElderEstateLaw.com | 822 Montgomery Avenue, Suite 204, Narberth, PA 19072