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.


Assumptions

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

Mortgage(s)

$

(ex. home(s), equity loan)

Loans

$

(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

$


The attorneys of Langlais Law Firm, PLLC assist clients in Woodbury and Hastings, as well as the Twin Cities of Minneapolis and St. Paul and the surrounding Twin Cities suburbs, which include the counties of Dakota, Washington, Goodhue, Ramsey and Hennepin.



© 2024 Langlais Law Firm PLLC | Disclaimer
Professional Suites, 539 Bielenberg Drive, Suite 200, Woodbury, MN 55125
| Phone: 651-438-3789
1125 South Frontage Road, Suite 8, Hastings, MN 55033
| Phone: 651-438-3789
Mailing Address: 1807 Market Blvd., PMB 335, Hastings, MN 55033
| Phone: 651-438-3789

Advanced Estate Planning | Business Succession Planning | Probate / Estate Administration | Business Law | Estate/Trust Related Tax Planning and Compliance | Expert Affiliations

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