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

The Law Offices of Keith Codron assists clients with Estate Planning, Advanced Estate Planning, Special Needs Planning, Pet Trusts, Asset Protection, Probate and Estate Administration, Elder Law, Business Law, Securities Law, Commercial & Residential Real Estate throughout Orange County, California, including Irvine, Orange, Anaheim, Yorba Linda, Brea, Fullerton, Huntington Beach, Lake Forest, El Toro, Laguna Hills, Coto de Caza, Aliso Viejo, Newport Coast, Ladera Ranch, Newport Beach, Laguna Woods, Mission Viejo, Foothill Ranch, Tustin, Corona del Mar, Santa Ana, Dove Canyon, Placentia, Villa Park, Costa Mesa, Laguna Niguel, Silverado Canyon, San Clemente, Rancho Santa Margarita, Trabuco Canyon, Cypress, Dana Point, Fountain Valley, Garden Grove, Laguna Beach, Monarch Beach, San Juan Capistrano, Santa Ana, Seal Beach,La Habra, Buena Park, La Palma, Los Alamitos Stanton and Westminster. Besides Orange County, the firm handles cases throughout southern California, servicing clients in Los Angeles, San Diego, Riverside, San Bernardino and Ventura.