Estate Tax Calculator
Estimate federal and state estate tax exposure with itemized assets, deductions, exemptions, and progressive bracket breakdowns. Includes portability and lifetime gifting adjustments.
Filing Parameters
Set the tax year and residency
2024
2025
Single
Married
$
Apply deceased spouse's unused exemption (portability)
Gross Estate Assets
Itemize all assets owned at death
$
$
$
$
$
$
$
Adjustments & Deductions
Reduce the taxable estate
$
$
$
$
$
Estate Tax Summary
Live calculation · updates instantly
Gross Estate
$0
Total assets
Taxable Estate
$0
After deductions
Federal Estate Tax
$0
Top rate 40%
State Estate Tax
$0
—
Net Distribution to Heirs
$0
After all estate taxes
Estate Distribution
Enter values to calculate
Net to heirs —
Federal tax —
State tax —
Ready to calculate. Enter your estate details on the left and click "Calculate Estate Tax" for a detailed breakdown.
Asset Composition
Breakdown of gross estate
Federal Tax Bracket Walk
Progressive calculation detail
| Bracket | Taxable Amount | Rate | Tax |
|---|---|---|---|
| Run calculation to view bracket detail. | |||
| Exemption Applied | $0 | ||
| Total Federal Estate Tax | $0 | ||
Tax Comparison
Net vs. taxed by jurisdiction
Disclaimer: This calculator provides estimates for informational purposes only and does not constitute legal or tax advice. Estate tax laws are complex and subject to change. The federal estate tax exemption is scheduled to sunset in 2026 under current law. Consult a qualified estate planning attorney or CPA for guidance specific to your situation. State calculations use approximate 2024 rates and exemptions.