Estate Tax Calculator 2024

Estimate your federal estate tax liability with current rates and exemptions

Assets

Residence & Other Real Estate

Stocks, Bonds, and Other Investments

Savings, CDs, and Checking Account Balance

Vehicles, Boats, and Other Properties

Retirement Plans

Life Insurance Benefit

Other Assets

Liabilities & Deductions

Debts (mortgages, loans, credit cards)

Funeral & Administrative Expenses

Charitable Contributions

State Estate Taxes

Lifetime Gifted Amount

Understanding Estate Tax in 2024

Current Estate Tax Exemption: $13.61 million
Tax Rate Above Exemption: 40%
Annual Gift Tax Exclusion: $18,000 per person

Your estate includes all assets: real estate, investments, businesses, life insurance, and personal property.

Funeral expenses, debts, and charitable donations can reduce your taxable estate value.

Assets passed to a surviving spouse are generally exempt from federal estate tax.

Some states have their own estate or inheritance taxes with different thresholds.