Estate Tax Calculator
Clarity today. Fewer surprises tomorrow.
Know where you stand. Plan with confidence.
Our Estate Tax Calculator is designed for high-net-worth individuals, couples, and business owners who want a clearer understanding of their potential federal estate tax liability before meeting with an estate planning attorney.
By accounting for projected asset growth, prior lifetime gifts, and current estate tax exemption limits, the calculator provides realistic, forward-looking estimates—not just a snapshot of today. Interactive visuals break down how much of your estate may be protected versus subject to the 40% federal estate tax, helping you see when advanced estate planning becomes essential.
Calculate your estimated estate tax.
Take a few moments now to save you and your family from unnecessary tax burdens in the future.
Plan for the Future
Important Disclaimer
This calculator provides estimates for educational purposes only and should not be considered as legal, financial, or tax advice.
Estate tax laws are complex and subject to change. The calculator uses 2026 federal estate tax rates and exemption amounts as established under the One Big Beautiful Bill Act (OBBBA), with the exemption set at $15 million per individual ($30 million for married couples), growing at an assumed 2.5% annual inflation rate. Future legislation may change these exemption amounts. Actual tax liability may vary based on numerous factors not captured in this calculator, including state estate taxes, changes in federal law, and individual circumstances.
Please consult with qualified estate planning professionals for personalized advice and comprehensive planning strategies.
Ready to plan and protect your future?
If you want to understand how these projections can shape smarter long-term decisions, we’re here to bring you clarity and peace of mind.