Use this Estate Tax Liability Calculator to determine potential federal estate tax liability for you and your heirs. This tool uses the latest information from the IRS including annual changes and those due to tax reform. Gather your 2021 financial statements including bank accounts, investments, charitable giving and more to fill in each section. Definitions of key terms are provided below the chart.
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Estate Tax Calculator
Estate planning includes, but is not limited to, designating guardians for your children, setting up trusts, and the transition of cash and property to the people and institutions of your choice. A key part of estate planning is helping reduce estate and inheritance tax.
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.