Estate Tax Calculator

Access the Estate Tax Calculator from the Advanced Topics Calculators on the My Site. The Estate Tax calculator provides a quick estimate of the estate taxes that would be due on an estate of any given size. It functions as a stand-alone feature. It does not account for planning options or other features entered in the program.

For detailed information, pass your cursor over the graphic and click on an item.

The Estate Tax calculator takes a given estate figure in a given year and calculates the taxes that would be due on the estate. The calculator is particularly useful in cases where it is difficult to project a future estate value with any reasonable certainty, or for clients who wish to see a broad range of possibilities. Use the calculator in these situations to give your clients an idea of their possible tax liability with a variety of net estate sizes.