US Federal Estate & Lifetime Gift Tax Exemption Calculator
Calculate your potential 40% federal estate and lifetime gift tax liability above the basic exclusion amount ($13,610,000 for individuals, $27,220,000 for married couples with portability) and annual exclusion gifts ($18,000/recipient).
Eingabedaten
Echtzeit-BerechnungEstimated Federal Estate Tax Owed (40% Top Rate)
Net After-Tax Wealth Transferred to Heirs
$15,044,000
Estate Value Exceeding Federal Exemption
$2,390,000
Detaillierte Berechnungsübersicht
Berechnungsmethodik
Taxable Estate Base = max(0, Total Net Worth - Lifetime Exemption). Federal Estate Tax Owed = Taxable Base * 40%.
Wichtiger rechtlicher Hinweis
Under current law, the TCJA doubled exemption limits are set to sunset at the end of 2025 unless extended by Congress.
Dieser Rechner dient ausschließlich Informations- und Bildungszwecken. Die Ergebnisse stellen keine verbindliche Finanz-, Steuer- oder Rechtsberatung dar.
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