Estate Planning Calculators
This section contains general information that may not be suitable for your particular situation or circumstances. Although useful, generalizations are not a substitute for personalized advice.
IRS Circular 230 requires us to inform you that any statements contained herein are not intended or written to be used, and cannot be used, by you or any other taxpayer, for the purpose of avoiding any penalties that may be imposed by federal tax law.
Please try our wide variety of interactive financial problem solvers. Simply enter your criteria and you’ll get your questions answered with dynamic graphs and personalized reports.
Estate Tax Planning
Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan.