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Estate Tax Calculator
Personal Information
Your Current Age:
Spouse's Current Age:
Inflation Rate:
%
Marginal Tax Bracket:
%
Assets, Liabilities and Insurance
Client
Spouse
Joint
Investments:
$
$
$
Business:
$
$
$
Other Assets:
$
$
$
Liabilities:
$
$
$
Life Insurance:
$
$
Assumptions
Administrative Costs:
%
Final Expenses:
$
Your Charitable Gifts at Death:
$
Spouse's Charitable Gifts at Death:
$
Your Assumed Age of Death:
Spouse's Assumed Age of Death:
Assumed Rate of Return Before Tax:
%