Estate Estimator

Estate Estimator calculates your federal and state estate tax liability under 2026 law, including the $15M lifetime exemption under the One Big Beautiful Bill Act. Enter your assets — real estate, investments, retirement accounts, business interests, life insurance, and more — along with deductions and your state of residence to instantly see your estimated federal and state estate tax. Personalized wealth planning strategies are generated based on your estate size, including: • Annual gift exclusions • 529 Plan superfunding • Irrevocable Life Insurance Trusts (ILITs) • Charitable Remainder Trusts (CRTs) • Spousal Lifetime Access Trusts (SLATs) • Grantor Retained Annuity Trusts (GRATs) • Domicile planning Covers all 12 estate-tax states + DC, including New York's cliff rule. Supports married couples with federal portability (doubles the exemption to $30M). For informational purposes only. Consult a qualified estate planning attorney and CPA before implementing any strategy.