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

The Attorneys at Ford & Huff LC assist clients with Litigation, Business Law, Securities Litigation, Bankruptcy, Labor/Employment, Intellectual Property (Patent), Estate Planning, Special Needs Planning, Probate and Estate Administration, Elder Law, Medicaid Planning, Social Security, Family Law, Divorce/Matrimonial, Residential Real Estate, Environmental Law, Civil Rights and Criminal Law in Alpine, American Fork, Bluffdale, Cedar Hills, Draper, Eagle Mountain, Heber, Helper, Herriman, Highland, Lehi, Lindon, Manti, Mapleton, Midvale, Midway, Murray, Nephi, Orem, Park City, Payson, Pleasant Grove, Price, Provo, Riverton, Salem, Salt Lake City, Sandy, Santaquin, Saratoga Springs, Spanish Fork, Springville, South Jordan, Taylorsville, West Jordan and West Valley City.