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

$


Law Office of Howk & Downing, LLP assists clients with Advanced Estate Planning, Business Law, Business Succession Planning, Estate Planning, Pet Trusts, Probate / Estate Administration, Special Needs Planning and Long Term Care Planning in Fresno, California as well as: Auberry, Big Creek, Prather, Tollhouse, Clovis, Fresno, Madera, Selma, Kerman, Coalinga, Reedley, Kingsburg, Chowchilla, Parlier, Mendota, Firebaugh, Riverdale, Laton, Huron, Lemoore, Dinuba, Corcoran, Orange Cove, Fowler, Piedra,Tulare, Visalia, Orsi, Sanger, Hanford, Kings County, Fresno County, Madera County & Tulare County.



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4946 East Yale Avenue, 103, Fresno, CA 93727 | Phone: 559-229-8109
Advanced Estate Planning | Business Law | Estate Planning | Pet Trusts | Longterm Care / Medi-Cal | Probate / Estate Administration | Special Needs Planning | Veterans Benefits | Elder Law

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