Estate Tax Planning Calculator

Estimate federal estate tax liability and plan for wealth transfer.

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Estate Information

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Deductions

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Assets left to a surviving spouse qualify for the unlimited marital deduction.

Estate Tax Analysis

Taxable Estate$14,500,000
2026 Exemption Amount$15,000,000
Estate Over Exemption$0
Federal Estate Tax Rate40
Estimated Estate Tax$0
Effective Tax Rate0

Your taxable estate is below the 2026 exemption of $15,000,000. No federal estate tax would be due.

How it works›

Model and assumptions. Subtracts entered deductions and the selected year’s federal exclusion from the gross estate and estimates tax on the remaining taxable amount. Prior gifts, portability elections, state estate taxes and specialized transfers are not a complete part of this simplified estimate.IRS: estate tax