Estate Tax Calculator


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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

$


The Law Offices of Anthony W. McLaughlin assist clients with various legal matters in Manassas, Virginia as well as the cities of Fairfax, Bristow, Clifton, Centreville, Nokesville, Gainesville, Catharpin, Fairfax Station, Merrifield and Chantilly and Prince William and Fairfax Counties.


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9274 Corporate Circle, Manassas, VA 20110
| Phone: 703-349-4471 | Cell 703-864-9426

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