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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.

Due to Congress' inability to come to a permanent solution on the Federal Estate Tax, this tool currently has very limited value as the current law estatblishing the amount of the exemption as well as the tax rates is set to expire at the end of 2012.


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

$


Law Office of Mark A. Schaum, P.A. is located in Boca Raton, FL and serves clients throughout Palm Beach County and Broward County, including: Delray Beach, Boynton Beach, Coconut Creek, Pompano Beach, Lake Worth, West Palm Beach, Palm Beach Gardens, Ft Lauderdale, Miami, Jupiter, Hollywood, Coral Gables and the state of Florida.



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1801 N. Military Trail, Suite 160, Boca Raton, FL 33431
| Phone: 561.750.7575

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