Phone: 866-901-9455 Inquiry@CastleEstatePlanning.com
Get Info Newsletter Ask A Question

Have an info packet sent to you

Join our free monthly newsletter

Let us get you the information you need!
1-866-901-9455

 

Castle Estate Planning: Estate Tax Calculator

This is a simplified, basic estate tax estimator. The estate tax system is very complex with many complicated provisions; however, this will give you a basic idea of how estate planning tax is calculated and a general idea of your potential estate.
(Please do not use commas in the fields below.)
 
1. Calculate Your Estate's Net Worth:
 
Assets:    
  Cash / Stocks / Bonds $
Property: Real Estate (personal residence and investment) and other property+$
Life Insurance +$
= Total Assets=$
 
Liabilities:
  Credit Card Debt and Other Loans / Liabilities $
Mortgages +$
Other Costs +$
= Total Liabilities =$
 
   
Estate Net Worth
=$
  
  2. Status (Check one)    
    Your Age*  
    Spouse's Age*  
    (*calculations based on a life expectancy of 75 years)    
   

 

   
3. Calculate Estimated Estate Tax Due:
Exempted Amount $
Remainder taxed at Federal Estate Tax Rate $
= TOTAL ESTIMATED TAXES DUE =$
TYPICAL ESTATE PLANNING FEE (1% of Net Worth)
=$
YOUR ESTIMATED FEE AT CASTLE ESTATE PLANNING
=$
  

Other Resources

Latest News

Transfers of Real Property to Trusts. Currently in Colorado real property can be titled in the name of a trust under Colorado Revised Statute Section 38-30-108.5. Read more ...
Transfers of Real Property to Trusts. test Read more ...
Tax on gains and losses from investments. How you are taxed on gains and losses from investments: An Overview Read more ...
About Castle Estate Planning. Read more ...
Trust List. Terms typically used in estate planning Read more ...
Trust Analysis. Read more ...
Charitable Remainder Trusts. Read more ...