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Estate Tax Calculator

This tool is provided to help estimate potential estate taxes and should not be relied upon without the assistance of a qualified estate tax professional. Unless specifically stated, this calculator does not estimate separate estate or inheritance taxes which are levied in many states. A properly crafted estate plan may significantly reduce potential estate tax liabilities.


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 three office locations in Providence, New Bedford and Cape Cod, the attorneys of Lahti, Lahti & O'Neill, P.C. assist clients throughout Rhode Island and Massachusetts. Areas we serve in Rhode Island include Barrington, Block Island, Bristol, Burrillville, Central Falls, Charlestown, Coventry, Cranston, Cumberland, East Greenwich, East Providence, Exeter, Foster, Gloster, Hopkinton, Jamestown, Lincoln, Little Compton, Middletown, Narragansett, Newport, New Shoreham, North Kingstown, North Providence, North Smithfield, Pawtucket, Portsmouth. Providence, Richmond, Scituate, Smithfield, South Kingstown, Tiverton, Warren, Warwick, Westerly, West Greenwich, West Warwick and Woonsocket.

We also routinely work with clients throughout Southeastern Massachusetts including Acushnet Center, Attleboro, Barnstable, Barnstable County, Bourne, Brewster, Centerville, Chatham, Cotuit, Dartmouth, Dennis, Dighton, Eastham, East Falmouth, Edgartown, Fairhaven, Fall River, Falmouth, Freetown, Harwich, Hyannis, Lakeville, Mansfield, Marstons Mills, Mattapoisett, Marion, Mashpee, North Attleboro, North Dartmouth, Norton, Orleans, Osterville, Plainville, Provincetown, Raynham, Rehoboth, Rochester, Sandwich, Seekonk, Somerset, South Attleboro, South Dartmouth, Swansea, Taunton, Tisbury, Truro, Vineyard Haven, Wareham, Wellfleet, West Barnstable, West Yarmouth, Westport, Yarmouth, Bristol County, Barnstable County, Plymouth County and Kent County.



© 2018 Lahti, Lahti & O'Neill, P.C. | Disclaimer
1 Richmond Square, Suite 303N, Providence, RI 02906
| Phone: 401-331-0808
651 Orchard Street, Suite 107, New Bedford, MA 02744
| Phone: 508-992-8677
72 Route 28, Suite 5, West Harwich, MA 02671
| Phone: 508-430-8677

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