Financial Legacy Calculator

Project estate value, estimate estate taxes, and evaluate gifting strategies for inheritance planning.

Financial Disclaimer

This calculator is for educational purposes only and does not constitute financial advice. Results are estimates based on the inputs provided. Consult a qualified financial advisor before making investment or financial planning decisions.

Inputs

Current net worth ($)

Annual savings ($)

Years in projection

Annual return (%)

Estate tax exemption ($)

Tab to move between fields

Results

Projected estate value ($)

$4,452,909

Estimated estate tax ($)$0

Net inheritance ($)$4,452,909

Lifetime gifting capacity ($)$540,000

Tax savings from gifting ($)$0

Effective estate tax rate (%)0%

How to Use This Calculator

Enter your current net worth and expected annual savings going forward.
Set the number of years in the projection and your expected annual investment return.
Enter the current federal estate tax exemption (2024: $13.61 million).
Review the projected estate value, estimated estate tax, and net inheritance to heirs.
Use the annual gifting capacity to understand how gifting $18,000 per recipient per year can reduce estate taxes.

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