Share

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

$



The attorneys of O’Diam & Stecker Law Group, Inc., assist individuals, families and business owners with Estate Planning, Advanced Estate Planning, Tax Planning, Asset Protection, Elder Law, Medicaid, Veteran’s Benefits, Special Needs Planning, Estate Administration, Tax Planning, Tax Representation, Business Law, Business Succession Planning, Farm Succession Planning and Real Estate Law throughout the Miami Valley, including Dayton, Kettering, Oakwood, Centerville, Beavercreek, Xenia, Springfield, Springboro and Troy, in Greene County, Montgomery County, Clark County, Warren County and Miami County.



© 2017 O'Diam & Stecker Law Group, Inc. | Disclaimer
75 Harbert Drive, Dayton, OH 45440
| Phone: 937-458-0574
3 South 4th Street, Martins Ferry, OH 43935
| Phone: 740-738-0750

Overview | Estate Planning | Advanced Estate Planning | Long-Term Care Planning | Special Needs Planning | Planning for Your Pets | Probate / Estate Administration | Business Law | Commercial Real Estate | Residential Real Estate | General Asset Protection | | About Our Firm

FacebookTwitterLinked-In Company

Attorney Web Design by
Amicus Creative