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Estate Tax Calculator

Assumptions

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

Mortgage(s)	$
(ex. home(s), equity loan)
Loans	$
(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 three offices in Fremont, San Jose and Salinas, the attorneys of the Gervacio Denda Law Firm assist Clients with Estate Planning, Wills, Trusts, Probate and Trust Administration, Asset Protection Planning, International Estate Planning, Planning for Non-traditional Families, Gift and Estate Tax Planning, Real Estate, FLP and LLC Planning, Business Entities and Successiong Planning, and Elder Law throughout California including Campbell, Santa Clara, Los Gatos, Saratoga, Cupertino, Sunnyvale, Milpitas, Mountain View, Castroville, Marina, Coronado, National City, Lemon Grove, Chula Vista, Bonita, La Mesa, Spring Valley, and Imperial Beach in Santa Clara County, Monterey County, San Benito County and San Diego County.