What is my potential estate tax liability?

Federal estate tax rates go as high as 50% on taxable estates. This means that the federal government could "inherit" more of your estate than your family or designated heirs unless you take measures to preserve your wealth.

Use this calculator to estimate your federal estate tax liability. If you have a potential estate tax problem, you should consider taking steps now to preserve your wealth and protect your heirs.

Assets/Liabilities and Assumptions
ValueGrowth
(0% to 500%)
Liability
Personal assets ($)
Investment assets ($)
Business assets ($)
Assumptions

Any rate of return entered into the calculator to project future values should be a reasonable average return for the period. Rates of return will vary over time, and generally the higher the rate of return the higher the degree of risk.

The information provided here is to assist you in planning for your future. The accuracy of this calculator and its applicability to your circumstances is not guaranteed. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only not indicative of a particular product, and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual advice from qualified professionals.

National Life Group is a trade name of National Life Insurance Company and its affiliates.