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

Attorney Daintria McClure assists clients with Estate Planning, Elder Law and Estate Administration and Probate in the Mass- Metro West region including Worcester County Westborough (01581), Shrewsbury (01545), Grafton (01536, 01519, 01560), Millbury (01527, 01586), Hopkinton (01748), Upton (01568) and Southborough (01745, 01772). She also assists clients in the Mid Coast Region of Maine including Knox County, Rockland (04841), Rockport (04856), Camden (04843, 04847), Owls Head (04854), and Thomaston (04861). Attorney McClure also assists clients in the Space Coast Region of Florida, including Brevard County, Merritt Island (32952, 32953, 32954), Cocoa Beach (32931, 32932) Cocoa (32922, 32923, 32924, 32926, 32927) and Cape Canaveral (32920).