Estate Calculators

Life Expectancy

With medical advances and improved lifestyles, life expectancies in the U.S. have been on the rise. Use this calculator to help determine how many years you may need to plan for in retirement or how many years you may need to provide for a surviving spouse or children.

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Potential Estate Tax

Estate tax laws have been regularly repealed then reinstated since the first law was passed in 1797. The most recent version of the law was passed in 1916, and, in some form or another, a federal estate tax has been with us ever since. Use this federal estate tax calculator to estimate your potential tax liability.

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Current Net Worth

In order to get where you want to go, you need to know where you are. You can get a view of your financial position by generating a personal net worth statement. Use this calculator to list your assets, minus your liabilities.

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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.