Finance · free · no sign-up
Estate Tax Calculator
Get a rough estimate of estate tax based on total assets, liabilities and charitable gifts.
Estate Tax Calculator
Estimate potential federal estate tax based on current 2024 exemption limits
$0
Estimated Federal Estate Tax
Based on a 40% top federal rate
Net Estate Value
$0
Exemption Used
$0
Taxable Amount
$0
Estate Distribution
Estate tax is charged on the value of what someone leaves behind, above an exemption threshold. Most estates fall under the threshold and pay nothing — this calculator shows whether an estate is likely to be taxable at all, and roughly what the tax could be.
How to use this calculator
- Enter the total value of the estate: property, accounts, investments, business interests.
- Subtract debts and expenses to reach the net estate.
- Enter the current exemption and the tax rate that applies.
- Press calculate to see the taxable amount and the estimated tax.
Rules move, so treat this as an estimate
Exemptions and rates change with legislation and differ by country and, in the US, by state; a separate inheritance tax may apply to beneficiaries instead. Use this result for planning conversations, and confirm any real estate with a tax professional before acting.
Frequently asked questions
What is the difference between estate tax and inheritance tax?
Estate tax is paid by the estate on the total left behind. Inheritance tax is paid by each beneficiary on what they receive. Which applies depends on the jurisdiction.
Do spouses usually pay estate tax?
Transfers to a spouse are commonly exempt or fully deductible in many systems, which defers any tax until the second death. Rules vary; check yours.
Does life insurance count in the estate?
It can, depending on who owns the policy and local law. Trusts are sometimes used to keep it outside the taxable estate.