Estimate the value remaining after debts, administration costs, and a user-supplied estate tax exemption and rate. Because estate taxes vary by jurisdiction and year, every legal threshold is editable. The result separates the taxable estate, estimated tax, and effective tax rate so assumptions remain visible.
Net estate = gross estate − deductions. Taxable estate = max(0, net estate − exemption). Estimated tax = taxable estate × entered rate.
After-tax estate value is the modeled net estate after the estimated transfer tax. Supporting results expose the taxable base and tax amount.
This simplified estimate does not model graduated rates, elections, credits, portability, marital or charitable deductions, or beneficiary-level inheritance tax.
A $5,000,000 estate with $500,000 of deductions and a $3,000,000 exemption has a $1,500,000 taxable estate. At 20%, estimated tax is $300,000 and after-tax value is $4,200,000.
No. Enter the exemption that applies to the jurisdiction and planning year you are analyzing.
This model subtracts entered debts and costs, but legal deductibility depends on applicable law.
Only if the rate and exemption you enter are intended to represent that tax; inheritance taxes may require beneficiary-specific analysis.
No. This simplified model caps estimated tax at the net estate.
No. It is the aggregate estimate before beneficiary allocations and any beneficiary-level tax.
| Input | Purpose |
|---|---|
| Gross estate | Value before modeled deductions |
| Deductions | Debts and deductible costs |
| Exemption | User-entered tax-free amount |
| Tax rate | Rate applied to taxable estate |