Estate Tax Planning
Estate tax planning is crucial 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 10 years. For 2016, the maximum estate tax is 40 percent with the first $5.45 million of an estate not subject to the tax. The exemption amount is indexed each year for inflation and increases to $5.49 million for 2017. 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.