Estate Tax Calculator



Step 1 - Enter the current market value of your assets (estimate)
Value of your home & other real estate $
Value of investments (stocks, mutual funds etc.) $
Value of profit sharing, IRAs, pension & 401K $
Value of a business you own $
Value of bank accounts (checking, savings, etc.) $
Value of cars, boats & motor homes $
Value of personal property & collectibles $
Amount of money that people owe to you $
Amount life insurance will pay at your death $
Other $

Step 2 - Add up loans, debts you owe:
Mortgages: $
CreditCards: $
Other: $

Step 3 - Estimate your Probate and Estate Administration Costs
(Probate fees vary in each state, but are usually estimated at 1-5%. To be conservative, choose 2% or 3%.)
1%
2%
3%
4%
5%
6%
7%
8%

Step 4 - Check your marriage status AND age group
MARITAL STATUS
Married
Single/Widow

AGE GROUP
20-29  50-59
30-39  60-69
40-49  70+

  

 

 



 

Kenneth Fountain
FOUNTAIN LAW FIRM, P.A.
2045 Fountain Professional Ct., Suite A
Navarre, Florida 32566
Tel: 850-939-3535
Fax: 850-939-3539
E-Mail: Fountain@FountainLaw.com
Internet: http://www.FountainLaw.com

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