Tax Calculator
ESTATE PLANNING BY THE NUMBERS

Our very own Estate Tax Calculator below is designed to give you more clarity in your financial picture. If you wish to discuss the figures returned by this calculator, please print the results and bring them to your consultation.

Please note, user inputs and results generated via this form are not stored and are not visible to anyone, including us.

NOTATION: Please note that during the 2017 calendar year, all New Jersey gross estates in excess of $2,000,000 receive a tax credit against the amount due in the sum of $99,600 plus the amount of the New Jersey Inheritance Tax paid, if any. Regarding married couples, any New Jersey estate tax determined will be imposed on the estate of each spouse.


Step 1 - Enter the current market value of your assets (approximate):
Total value of all real estate:
Total value of any/all investments (stocks & bonds):
Total value of any/all profit sharing, IRAs & 401K:
Total value of any/all businesses you own:
Total value of any/all bank accounts (checking, savings):
Total value of motor vehicles, boats & motor homes:
Value of personal property & collectibles:
Total amount of money owed to you:
Total amount of life insurance payable upon your death:
Total value of miscellaneous and other assets:
  
Step 2 - Debts you owe:
Mortgages:
Credit Cards:
Other:
  
MARITAL STATUS
Married Single/Widowed/Divorced and Un-remarried
  
AGE GROUP
20-29 50-59
30-39 60-69
40-49 70+
  
  

Your Estate Value:  

Your Federal Taxable Estate Value:  
Your Estimated Federal Estate Tax:  

Your State Taxable Estate Value:  
Your Estimated State Estate Tax:  

Your Estimated Total Estate Tax:  
Your Estimated Probate Costs (3% of estate value):   
Percent of gross estate taken from your family is: