Estate Tax Calculator

This tool is provided to help estimate potential estate taxes and should not be relied upon without the assistance of a qualified estate tax professional. Unless specifically stated, this calculator does not estimate separate estate or inheritance taxes which are levied in many states. A properly crafted estate plan may significantly reduce potential estate tax liabilities.


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



(ex. home(s), equity loan)



(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


With Offices in Madison, WI and Evansville, WI, the attorneys at the Wilson Law Group assist clients with Estate & Business Planning, Probate & Trust Administration, Elder Law and Medicaid Planning throughout Southern Wisconsin including Verona, Middleton, Sun Prairie, Cross Plains, Oregon, Black Earth, Janesville, Jefferson, Fort Atkinson, Baraboo, Reedsburg, Richland Center, Mount Horeb, Monroe, Beaver Dam, Dane County, Rock County, Green County, Iowa County, Richland County, Sauk County, Columbia County, Dodge County and Jefferson County.

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© 2015 Wilson Law Group LLC | Disclaimer
7633 Ganser Way, Suite 100, Madison, WI 53719
| Phone: 608-833-4001
15 W. Main Street, P.O. Box 142, Evansville, WI 53536
| Phone: 608-882-6300


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