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

The Law Office of Brian Chew assists clients with Estate Planning, Residential Real Estate, Life Insurance and Financial Planning in Irvine, California, as well as the following Orange County cities: Lake Forest, East Irvine, El Toro, Laguna Hills, Lake Forest, Aliso Viejo, Newport Coast, Ladera Ranch, Newport Beach, Laguna Woods, Mission Viejo, Foothill Ranch, Tustin, Corona Del Mar, Santa Ana, Costa Mesa, Laguna Niguel, Silverado Rancho, Santa Margarita and Trabuco Canyon.