Estate Planning Quick Check

Get a rough estimate of federal estate tax exposure based on your total estate value. The 2024 federal exemption is $13.61 million per person — see if estate planning strategies apply to you.

Real Estate Value ($)

Investment Accounts ($)

Retirement Accounts ($)

Business Interests ($)

Life Insurance Death Benefit ($)

Other Assets ($)

Total Debts/Liabilities ($)

Filing Status

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Gross Estate

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Taxable Estate

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2024 Exemption

This is a rough estimate. Actual estate tax depends on lifetime gifts, trusts, and state taxes. Consult an estate attorney if your estate approaches the exemption threshold.