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

If you have a family member who is concerned about long-term care or needs nursing home care, is involved in a real estate or business contract dispute, or is seeking a will or special needs trust, the accomplished attorneys at Rose & Zucker are well suited to help you. We provide quality legal representation throughout the Bayonne, New Jersey area including Hudson County, Essex County, Union County, Morris County, Middlesex County, Richmond County (Staten Island, NY) and the cities of Newark, Elizabeth, Jersey City, Summitt and Springfield. We also serve clients in the following zip codes: 07002, 10310, 10302, 10301, 07305, 10301, 07305, 10303, 07194, 07191, 07206, 07309, 10304, 07304, 07201, 07114, 10314, 07105 and 10075.