Taxable Estate

Enter the net taxable estate (valued in the year of death) for which you wish to estimate estate taxes. For married clients, the estate should include the assets of both spouses. There’s no need to spend a lot of time determining a taxable estate value – the Estate Tax calculator can quickly give you a broad estimate. Round numbers are usually sufficient for these purposes.

Bear in mind that the program does not include growth (due to inflation) in these calculations. For example, if you are projecting death in ten years, you will need to estimate the inflated estate value at that time for entry here. Again, the calculator is simply an estimation tool.