All CalculatorsBusiness Owner Planning

Estate Tax Estimator

Estimate your estate tax exposure - and see how much of your wealth would actually pass to your heirs.

Your Estate

$

Total value: home, investments, retirement accounts, business interests, life insurance death benefit

$

Mortgage, business loans, and other liabilities reduce your taxable estate

$

Fully deductible - directly reduces your taxable estate

Married couples can use portability to combine exemptions - effectively doubling the federal exemption.

12 states + DC have their own estate tax with separate, lower exemptions