Estate Tax Calculator
Calculate federal estate taxes for 2025 with the current $13.99 million exemption threshold.
Estate Tax Calculator
Assets
Liability, Costs, and Deductibles
Deductions
Lifetime Gifted Amount
Estate Tax Results
Your complete estate tax breakdown
Enter your estate information to see your results
How to Use the Estate Tax Calculator
- Enter Assets: Include all assets such as real estate, investments, savings, vehicles, retirement plans, and life insurance benefits
- Add Liabilities: Input debts including mortgages, loans, funeral expenses, and administration costs
- Include Deductions: Add charitable contributions that reduce the taxable estate
- Lifetime Gifts: Include any lifetime gifts made above the annual exclusion limits
- Review Results: See your gross estate, taxable estate, and estimated federal estate tax
Estate Tax Calculation Formula
1. Total Assets
Assets = Real Estate + Investments + Savings + Vehicles + Retirement Plans + Life Insurance + Other Assets
2. Total Liabilities
Liabilities = Mortgages + Loans + Credit Cards + Funeral Expenses + Administration Expenses + Claims
3. Gross Estate
Gross Estate = Assets - Liabilities + Lifetime Gifts - Charitable Contributions
4. Taxable Estate
Taxable Estate = max(0, Gross Estate - Federal Exemption)
5. Estate Tax Owed
Estate Tax = Taxable Estate × 40%
Frequently Asked Questions