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

Our law firm represents clients from all areas of SC, including, but not limited to, York County, Lancaster County, Chester County, Union County, Cherokee County, Fairfield County, Spartanburg County, and Chesterfield County. This includes the areas of Rock Hill, York, Lancaster, Chester, Indian Land, Sun City, Fort Mill, Lake Wylie, Tega Cay, Clover, McConnells, Lowrys, Lewis, Rodman, Edgemoor, Lesslie, Catawba, Van Wyck, Lando, Bethany, Lockhart, Hickory Grove, Sharon, Smyrna, Union, Carlisle, Whitmire, Shelton, Fort Lawn, Great Falls, White Oak, Blacksburg, Gaffney and Spartanburg. Affiliated through the North Carolina Law Office of Frank Hancock, our firm handles cases throughout NC including, but not limited to, Gaston County and Mecklenburg County, encompassing the areas of Charlotte, Pineville, Ballentyne, Gastonia, and Monroe. Attorney Khaled’s name is sometimes misspelled as Julia Kahled, Julia Khalid, Julia Kahlid, Julia Kuled, Julia Caled and Julia Colette. Attorney Schultz’s name is sometimes misspelled as Tara Shultz, Tara Schulz, Tara Schulze and Tara Shulz.