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Estate Tax Calculator


Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years. This calculator uses the rules passed into law as part of the "2017 Tax Cuts and Jobs Act." Please be aware that certain estate planning documents, which are beyond the scope of this calculator, may be necessary in order for assets to be distributed according to your wishes.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

How to calculate your tax refund

For the tax calculators below, be sure to have your 1099 or W-2 form handy and be ready to answer a few basic questions about your filing status, income, deductions, and credits.

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Tax Deductions and Benefits of Owning a Home

What are the many tax benefits of owning a home? Find out how owning real estate might be able to ease your tax burden.

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