QUICK ESTATE TAX CALCULATOR

Settling an estate can be expensive. For large estates, the most significant costs often are federal and state estate taxes. Federal estate tax rates can run up to 49%.

The Quick Estate Tax Calculator may help you anticipate your future estate tax liability - which is the first step in the consideration of possible tax reduction strategies. It also may help you plan for the payment of estate taxes. This calculator is designed to illustrate the outcome of certain estate planning assumptions that involve a Simple Will or a two-part (A/B) Trust.

If you are married, you may want to compare your estate tax liability using the Simple Will versus using the A/B Trust.

Will or trust?:
If you are single, use Simple Will. If you are married and know you have an A/B Trust Will already established select it. Otherwise, you may want to try both options and compare the amount you'll pay in taxes.
Simple Will    Spouse
A/B Trust (revocable; living or testamentary)
Assumed year of death for estimating purposes:
Enter a projected year of death for yourself (and your spouse, if applicable). The year of your spouse's death should not precede yours.
You

Spouse

(If applicable)
Today's estate value:
Enter the net value of all property you and your spouse own, or have an interest in, after any deductions for charitable bequests or state death taxes (from 2005 through 2009). Be sure to include any life insurance and retirement benefits. If your property is held jointly, enter half its value in each field.
You
$
Spouse
$
Percentage growth rate:
Enter the anticipated growth rate you expect to see on the value of your estate. (Different rates may be used for you and your spouse. The maximum value you can enter is 12 percent.)
You
%
(Generally, 0-8%)
Spouse
%
(Generally, 0-8%)

This calculator is for informational use only; we do not provide legal or tax advice. Always contact your tax advisor.

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Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance
company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN,
and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products
distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities
and investment advisory services offered through other affiliates. Explore Lincoln.



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