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


(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



(ex. home(s), equity loan)



(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


With offices in Holbrook NY, The Law Office of William G. Goode assists clients with estate planning needs throughout Suffolk County, Nassau County, and the 5 NY Boroughs.

© 2018 Law Office of William G. Goode | Attorney Advertising
477 Madison Avenue, 2nd Floor, New York, NY 10022
| Phone: 631-223-7740
25 Melville Park Road, Suite 208A, Melville, NY 11747
| Phone: 631-223-7740

Elder Law | Estate Planning | Probate & Estate Administration | Medicaid Planning | Estate Litigation | Civil Litigation | General Counsel Services | Business Disputes Litigation | Construction Litigation | Business Succession Planning | Child Support | Divorce

FacebookTwitterLinked-In Personal

Attorney Website Design by
Zola Creative