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Estate Tax Calculator | Project Federal & State Liabilities

Project your estate tax liabilities. Apply federal exclusion limits (2025/2026 sunset), allowable deductions, and state-level estate/inheritance taxes.

Net Estate to Beneficiaries
$6,570,000

Total Tax Owed: $0

Gross Estate Assets$7,200,000
Net Taxable Estate$0
Effective Estate Tax0%

Estate Parameters

Estate Asset Valuation ($)
Estate Deductions & Transfers ($)
Estate Value Distribution Breakdown Chart
Projections & Actions
Estate & Inheritance TaxesFederal estate tax is calculated on the net estate value after exemptions. Twelve US states plus DC levy their own state estate taxes. Inheritance tax is paid by the heir based on relationship status.
Detailed Estate Valuation Table
Estate MetricNominal Value ($)Details
Gross Estate Value$7,200,000Sum of all real estate, cash, securities, and business holdings.
Total Deductions Allowed-$630,000Includes debts, funeral costs, marital transfers, and charitable bequests.
Net Estate Value$6,570,000Gross assets minus allowable estate deductions.
Federal Exemption Threshold$13,990,000Unified transfer tax credit applied to the estate (2025/2026 laws).
Federal Estate Tax Owed-$0Computed at 40% of the federal taxable estate value.
State Estate Tax Owed-$0Exemption: $0 | Rate: ~12%
State Inheritance Tax Owed-$0Relationship multiplier: 4.5%
Net Estate to Heirs$6,570,000Total cash value distributed to beneficiaries after taxes.

How to Use the Estate Tax Calculator

Follow these simple steps to get accurate calculations.

01

Enter Estate Tax Input Data

Enter your values into the calculator fields.

02

Adjust Estate Tax Settings

Tweak variables to see how they impact the results.

03

View Estate Tax Calculation Results

Get instant, accurate calculations and insights.

Why Use Our Estate Tax Calculator

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