Estate Tax Planning Calculator
Estimate federal estate tax liability and plan for wealth transfer.
Estate Information
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Deductions
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Assets left to a surviving spouse qualify for the unlimited marital deduction.
Estate Tax Analysis
Taxable Estate$14,500,000.00
2025 Exemption Amount$13,990,000.00
Estate Over Exemption$510,000.00
Federal Estate Tax Rate40
Estimated Estate Tax$204,000.00
Effective Tax Rate1.41
Your estate exceeds the 2025 exemption by $510,000, resulting in an estimated estate tax of $204,000. Consider estate planning strategies to reduce this liability.