What is my potential estate tax liability?

Projects the future value of your estate and estimates the federal estate tax your heirs might owe after expenses, charitable gifts, and available credits.

Assets/Liabilities and Assumptions

Item	Value	Liability	Growth
Personal assets	$
Personal debts		$
Growth			%
Investment assets	$
Investment debts		$
Growth			%
Business assets	$
Business debts		$
Business growth			%

Assumptions

Years to project estate growth ?

How many years into the future you want to project the value of your estate.

Probate and final expenses ?

Estimated probate costs and final expenses, expressed as a percentage of the gross estate.

Charitable contributions ?

Planned charitable bequests, which reduce the taxable estate.

Estimated Estate Tax —

Final projected federal estate tax owed after applying the unified credit.

Enter your values and select Calculate.

In 2026 estates worth up to $15.0 million will be excluded from paying federal estate tax. This means that the federal government could 'inherit' a significant portion of your estate unless you take measures to preserve your wealth. Use this federal estate tax calculator to help estimate your tax liability.

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.