|
This tool is provided to help estimate potential estate taxes and should not be relied upon without the assistance of a qualified estate tax professional. Unless specifically stated, this calculator does not estimate separate estate or inheritance taxes which are levied in many states. A properly crafted estate plan may significantly reduce potential estate tax liabilities.
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
Life Insurance on Your Life
Charitable Bequests from Your Estate
The Law Office of Joan Medeiros assists clients with estate planning, elder law, Medi-Cal planning, wills, trusts, and estate administration needs throughout the greater Sacramento, California region including Sacramento County, Yolo County, Placer County, El Dorado County and Solano County. Joan Medeiros has assisted clients in the cities of Sacramento, Citrus Heights, Folsom, Rancho Cordova, Galt, Elk Grove and Isleton. Other cities include: West Sacramento, Davis, Auburn, Lincoln, Rocklin, Roseville and Granite Bay.
|
|
|
|