Estate Tax Calculator

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

You’re Invited to Call or E-mail

If you have any questions or comments about any aspect of estate planning,
trust, or probate law, please feel free to call me at (949) 497-5056 or email me at LDaff@estateplaninc.com. I'll be happy to hear from you and will do my best to help.

- Leslie

Orange County Estate Planning Lawyer: Attorney specializing in wills, trusts, estate planning, probate and trust administration, serving all of Orange County, including Laguna Beach, Irvine, Aliso Viejo, Corona Del Mar, Newport Beach, Balboa, Dana Point, Laguna Niguel, Laguna Hills, Laguna Woods, Huntington Beach, Mission Viejo, Dana Point, San Clemente, El Toro, Lake Forest, Costa Mesa, San Juan Capistrano, Anaheim, Anaheim Hills, Brea, Buena Park, Coto de Caza, Cypress, Dove Canyon, Foothill Ranch, Fountain Valley, Fullerton, Stanton, Garden Grove, Ladera Ranch, La Habra, La Palma, Los Alamitos, Orange, Placentia, Portola Hills, Rancho Santa Margarita, Trabuco Canyon, Tustin, Villa Park, Westminster, Yorba Linda, Santa Ana, and Seal Beach.