What Is My Potential Estate Tax Liability?

Federal estate tax rates go as high as 45% on taxable estates in years 2007-2009. This means that the federal government could 'inherit' a significant portion of your estate unless you take measures to preserve your wealth. Use this calculator to estimate your federal estate tax liability.

Assets/Liabilities and Assumptions

	Value	Growth	Liability
Personal assets
Investment assets
Business assets

Assumptions

Charitable contributions ($)

Probate and final expenses: (% of gross estate)

Years to project estate growth

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. This service shall not infer that the company assumes any fiduciary duties. In addition, such service 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.