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Tax Year
?
Select the tax year for estate tax calculations. Exemption amounts change annually.
2025
2024
Filing Status
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Married couples can use portability to combine estate tax exemptions.
Single/Widowed
Married
Total Gross Estate Value
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The total fair market value of all assets owned at death, including real estate, investments, life insurance, retirement accounts, and personal property.
State of Residence
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Some states impose their own estate or inheritance taxes in addition to federal estate tax.
No State Estate Tax
Connecticut
District of Columbia
Hawaii
Illinois
Maine
Maryland
Massachusetts
Minnesota
New York
Oregon
Rhode Island
Vermont
Washington
Asset Breakdown (Optional)
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Real Estate
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Fair market value of all real property including primary residence, vacation homes, and rental properties.
Stocks & Investments
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Value of stocks, bonds, mutual funds, and other investment accounts.
Retirement Accounts
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401(k), IRA, pension plans, and other retirement savings.
Life Insurance Death Benefit
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Death benefit from life insurance policies you own. Policies owned by an ILIT may be excluded.
Business Interests
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Value of ownership in closely-held businesses, partnerships, or LLCs.
Cash & Bank Accounts
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Checking, savings, money market accounts, and CDs.
Other Assets
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Vehicles, jewelry, art, collectibles, and other personal property.
Calculate Total from Assets
Deductions & Expenses
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Marital Deduction
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Unlimited deduction for assets passing to a surviving U.S. citizen spouse. This defers, but does not eliminate, estate tax.
Charitable Bequests
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Unlimited deduction for gifts to qualified charitable organizations.
Debts & Mortgages
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Outstanding loans, mortgages, credit card balances, and other debts owed at death.
Funeral & Admin Expenses
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Funeral costs, executor fees, attorney fees, and estate administration expenses.
Advanced Planning
+ More Options
Prior Taxable Gifts
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Cumulative taxable gifts made during lifetime that exceed annual exclusion amounts. These reduce your available estate tax exemption.
Use Portability (DSUE)
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Deceased Spousal Unused Exclusion allows surviving spouse to use deceased spouse's unused exemption.
No
Yes
DSUE Amount
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The unused exclusion amount from deceased spouse's estate. Must be elected on Form 706.
Include GST Tax
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Generation-Skipping Transfer Tax applies to transfers to grandchildren or more remote descendants.
No
Yes
Amount to Skip Generation
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The portion of estate that will skip a generation (go directly to grandchildren).
Calculate Estate Tax
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Estate Tax Results
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Total Estate Tax
$0
Effective Tax Rate
0%
Description
Amount
Estate Distribution
Estate Summary
Federal Estate Tax Bracket Breakdown
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Card
▤
Table
Tax Bracket
Rate
Taxable Amount
Tax
State Estate Tax
Tax Planning Strategies
Estate Tax Projection Schedule
Annual Projection
Growth Scenarios
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Card
▤
Table
Exemption Amount Comparison
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