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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).

Dados de Entrada

Em tempo real
$
Seleção rápida:
Resultado CalculadoFederal Estate & Gift Tax ($13.61M Exemption)

Estimated Federal Estate Tax Owed (40% Top Rate)

$956,000

Net After-Tax Wealth Transferred to Heirs

$15,044,000

Estate Value Exceeding Federal Exemption

$2,390,000

Detalhamento do Cálculo

Gross Estate
$16,000,000
Federal Exemption
$13,610,000
Estate Tax Owed
$956,000
Net to Heirs
$15,044,000

Metodologia de Cálculo

Taxable Estate Base = max(0, Total Net Worth - Lifetime Exemption). Federal Estate Tax Owed = Taxable Base * 40%.

Aviso Legal e Educacional

Under current law, the TCJA doubled exemption limits are set to sunset at the end of 2025 unless extended by Congress.

Esta calculadora destina-se a fins educacionais e informativos. Os resultados não constituem consultoria financeira ou jurídica vinculativa.

Perguntas Frequentes

For 2024/2025, you can gift up to $18,000 per recipient per year ($36,000 for married couples) to any number of people without using lifetime exemption.
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