Wenn der Fiskus erbt: Sorge dafür, dass dein Lebenswerk deiner Familie gehört – nicht dem Staat
Du hast dein Leben lang gearbeitet, um etwas aufzubauen; wir helfen dir, sicherzustellen, dass dieses Vermächtnis unangetastet bleibt.
Berechnen Sie die Nachlasssteuer mit unserem kostenlosen Online-Rechner. Erhalten Sie sofortige Ergebnisse mit hilfreichen Erklärungen und Tipps für ein besseres Verständnis.
Berechnen Sie die Nachlasssteuer mit unserem kostenlosen Online-Rechner. Erhalten Sie sofortige Ergebnisse mit hilfreichen Erklärungen und Tipps für ein besseres Verständnis.
Geben Sie die erforderlichen Werte für die Berechnung ein
Berechnungsergebnisse anzeigen
An Estate Tax Calculator estimates federal and state estate taxes owed on an inheritance based on the estate's value and applicable exemptions.
Enter the total estate value and state. The calculator shows estimated estate tax liability after applying exemptions.
An estate tax is a tax levied on the transfer of the taxable estate of a deceased person. It is calculated based on the net value of the deceased's assets at the time of death, minus allowable deductions and debts.
The federal estate tax exemption is the amount an individual can leave to heirs without paying federal estate tax. Anything above this amount is typically taxed. The exemption amount is adjusted periodically for inflation (e.g., $12.92 million in 2023, $13.61 million in 2024).
The taxable estate is the 'Gross Estate' (total value of all assets including cash, securities, real estate, insurance, trusts, business interests) minus specific deductions like debts, funeral expenses, administration expenses, and charitable donations.
Estate tax is imposed on the estate itself before assets are distributed to beneficiaries. Inheritance tax is imposed directly on the beneficiary who receives the property, and the rate often depends on the relationship between the deceased and the beneficiary.
Yes, if you possessed any 'incidents of ownership' in the policy at the time of death (e.g., you were the policy owner or could change the beneficiary), the proceeds are generally included in your gross estate for tax purposes.
This rule allows an individual to leave an unlimited amount of assets to their surviving spouse free of federal estate tax, provided the spouse is a U.S. citizen. However, this may defer the tax until the surviving spouse passes away.
Possibly. While many states do not have an estate tax, some states impose their own estate tax with exemption thresholds that are often lower than the federal threshold. Some states also have an inheritance tax.
We've analyzed common issues users face with Estate Tax Calculator
Get Clarity on Your Finance Decision
Make decisions with confidence instead of uncertainty
Compare Multiple Scenarios
Prepare for best and worst case scenarios
High Impact - Action Recommended
Based on your profile, we've identified 5 key areas where this calculator could help you. Consider exploring the solutions to address these challenges.