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

The attorneys at Passaro & Kahne Law Office assist clients with Estate Planning, Real Estate Law, Elder Law, Business Succession Planning, Probate / Estate Administration, Condominium Law, Business Tax Planning, Family Wealth Succession Planning and Charitable Giving In Southwest Michigan (Berrien County, Cass County Van Buren County) including Saint Joseph, Benton Harbor, Stevensville, South Haven, Cassopolis, Dowagiac and Harbor Country, including Bridgman, New Buffalo, Lakeside, Sawyer, Union Pier and Three Oaks.