Estate Tax Planning Calculator

Estate Tax Planning Calculator

Project your estate's value and estate tax over the next ten years.

What This Number Means

Your projected estate value is only the starting point. Before you plan your legacy, consider:

  • Whether your estate is projected to exceed the exemption

  • How your estate's value may grow over the next decade

  • What the potential estate tax exposure looks like today

  • Whether gifting or trust strategies could reduce exposure

  • How growth assumptions change the long-term projection

How to Use This Calculator

1

Enter current estate value: Add up your assets, including real estate, investments, and business interests.

2

Set a growth rate: Enter an assumed annual growth rate for your estate.

3

Project the timeline: Choose the number of years to project forward.

4

Review projected exposure: See your estimated estate value and potential estate tax over time.

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