Embeddable Estate Tax Calculator
Calculate federal estate tax liability and plan your estate effectively.
Calculate Estate Tax
About Estate Tax
The federal estate tax is imposed on the transfer of property at death. Only estates exceeding the federal exemption amount are subject to tax.
2024 Estate Tax Rules
- Federal Exemption: $13.61 million per person
- Tax Rate: 40% on amounts above exemption
- Portability: Unused exemption transfers to surviving spouse
- Annual Gift Exclusion: $18,000 per recipient (2024)
Estate Planning Strategies
- Annual gifting to reduce estate size
- Charitable giving and trusts
- Life insurance planning
- Business succession planning
- Generation-skipping trust strategies
Important Notes
- State estate taxes may apply separately
- Exemption amounts are indexed for inflation
- Professional estate planning is recommended
- Tax laws may change - consult current regulations