Estate Planning Calculator
Calculate estate planning needs, inheritance distribution, and tax implications. Understand how assets, beneficiaries, and estate size affect your legacy planning.
Step 1: Estate Details
Understanding Estate Value
Include all assets: real estate, investments, retirement accounts, business interests, personal property, and life insurance proceeds. Don’t forget to subtract liabilities.
Step 2: Distribution Details
About Estate Taxes
Estate tax rates vary by jurisdiction and estate size. Proper planning can minimize taxes through exemptions, deductions, trusts, and charitable giving strategies.
Estate Planning Results
Net Inheritance After Taxes
Estate Planning Strategy Comparison
| Planning Strategy | Estate Taxes | Legal Costs | Net Inheritance | Complexity |
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Estate Distribution Analysis
Estate Planning Formula
Net Inheritance = (Total Assets – Liabilities) × (1 – Estate Tax Rate) – Administration Costs
The net inheritance is calculated by subtracting liabilities and estate taxes from total assets, then deducting administration costs. Strategic planning can optimize the final distribution to beneficiaries.
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