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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

$


With offices in East Lansing and Troy, the Fraleigh Law Firm, PLLC assists clients with Estate Planning, Agriculture and Farm Law, Business & Succession Planning, Probate & Trust Administration, Elder Law, and Special Needs Trusts throughout the state of Michigan, including Lansing, East Lansing, Grand Rapids, Mt. Pleasant, Troy, Saginaw, Frankenmuth, Muskegon, Sandusky, Bad Axe, Gaylord, Sault Ste. Marie, Waterford, Howell, Farmington Hills, Novi, and Port Huron in Ingham County, Eaton County, Clinton County, Shiawassee County, Livingston County, Ogemaw County, Gratiot County, Lapeer County, Sanilac County, Oakland County, and Newaygo County.

Fraleigh Law Firm, PLLC, is a Michigan company, providing legal services only in the State of Michigan.



© 2017 The Fraleigh Law Firm, PLLC
6200 Pine Hollow Drive, Suite 200, East Lansing, MI 48823
| Phone: 800-928-0034
900 Wilshire Drive, 202, Troy, MI 48084
| Phone: 800-928-0034

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