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

Webb & Graves, PLLC, assists clients with Estate Planning, Federal & State Taxation, Real Estate & Loan Closings, Asset Protection, Criminal Tax Defense, Business & Corporate Law, Probate and Estate Administration matters in the Aberdeen and Wilmington North Carolina areas including the counties of: Moore, Richmond, New Hanover and Brunswick; and the cities of: Aberdeen, Pinebuff, Southern Pines, Pinehurst, Hoffman, Wilmington, Wrightsville Beach and Castle Hayne.