Estate Tax Calculator

Assumptions

Annual growth rate of your estate
Estimated Date of Death

Assets in Your Name

Real Estate	$
(ex., market value of primary residence, vacation home)
Bank Account	$
(ex., checking, savings, CDs)
Retirement Investments	$
(ex. IRAs, 401(k)s, 403(b)s, Keoghs, current value of deferred annuities)
Non-Retirement Investments	$
(ex., stocks, bonds, mutual funds)
Personal Property	$
(ex., autos, boats, art, jewelry)
Business Ownership Interests	$
(ex., closely held business interests)
Other Assets	$
(ex. potential inheritance)

Your Liabilities

Mortgage(s)	$
(ex. home(s), equity loan)
Loans	$
(ex. auto, credit card)
Other Debt	$

Life Insurance on Your Life

Life Insurance Proceeds. . . insured is the owner	$
Life Insurance Proceeds. . . insured is NOT the owner	$

Charitable Bequests from Your Estate

Total Bequests

With two offices in Pelham and Anniston, AL, the attorneys of Bailey & Holliman Estate Planning Law Firm assist clients With with Estate Planning, Advanced Estate Planning, Wills and Trusts, Elder Law, Pet Trusts, Special Needs Planning and Veterans Benefits in Birmingham, Fairfield, Pleasant Grove, Bessemer, Gardendale, Pinson, Helena, Alabaster, Maylene, Chelsea, Oxford, Weaver, Alexandria, Jacksonville, Heflin and Edwardsville in Shelby County, Jefferson County, Calhoun County and Cleburne, County.