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Estate Tax Calculator

This calculator will only calculate Federal Estate Tax whether you fall under the Federal Estate Tax exemption. The Maryland Estate Tax exemption is only 1.5 million dollars in 2015!


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

$


The Law Offices of Rick Todd is located in Columbia, MD and Chevy Chase, MD (Friendship Heights) serve clients throughout Clarksville, Columbia, Ellicott City, Fulton, Rockville, Bethesda, Potomac, Laurel, Howard County, Montgomery County, and Washington D.C.



© 2020 The Law Offices of Rick Todd | Terms & Conditions
7230 Lee Deforest Drive, Suite 103, Columbia, MD 21046
| Phone: 443-494-9658
4000 Legato Rd, 1100, Fairfax, VA 22033
| Phone:
2 Wisconsin Circle, 700, Chevy Chase, MD 20815
| Phone: 443-494-9658

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