Estate Tax Planning

Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years. This calculator uses the rules passed into law as part of the 'Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.' For 2012, this law reduces the maximum estate tax to 35% with the first $5,120,000 of an estate not subject to the tax. The new estate tax expires at the end of 2012 and without additional congressional action will revert back to the rules that were in place in 2001. Please be aware that certain estate planning documents, which are beyond the scope of this calculator, may be necessary in order for assets to be distributed according to your wishes.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.