📜 Estate & Gift Tax Calculators
Inheritance tax, estate tax and gift tax calculators. 31 calculators updated for 2026.
United States
30Estate Tax Calculator
Calculate federal estate tax with the $13.61M exemption. See if your estate owes tax.
USGift Tax Calculator
Calculate gift tax and track annual ($18,000) and lifetime exclusion amounts.
USInheritance Tax Calculator
Calculate state inheritance tax. Six states impose inheritance tax on beneficiaries.
USTrust Tax Calculator
Calculate federal income tax on trust income using compressed trust tax brackets.
USGeneration-Skipping Transfer Tax Calculator
Calculate GST tax on transfers to grandchildren or other skip persons.
USStepped-Up Basis Calculator
Calculate the tax benefit of stepped-up cost basis on inherited assets.
USEstate Planning Tax Calculator
Comprehensive estate planning tool: gifting strategy, trust options and tax minimization.
USCharitable Remainder Trust Calculator (CRAT/CRUT)
Calculate CRT income stream, charitable deduction and tax savings using Section 7520 rates — CRAT vs CRUT comparison.
USQPRT Calculator — Qualified Personal Residence Trust
Calculate estate tax savings from a QPRT — transfer your home at a discount using Section 7520 rates and trust term.
USEstate Tax Portability Election Calculator (Form 706 DSUE)
Calculate the deceased spouse unused exclusion (DSUE) amount — see the value of filing Form 706 even for non-taxable estates with $15M exemption.
USGRAT Calculator — Grantor Retained Annuity Trust
Calculate GRAT remainder interest, taxable gift and estate tax savings — zeroed-out GRAT modeling with Section 7520 rate.
USILIT Calculator — Irrevocable Life Insurance Trust Tax Savings
Calculate estate tax saved by removing life insurance proceeds from your taxable estate via an ILIT with Crummey letters.
USIRD Calculator — Income in Respect of Decedent
Calculate tax on inherited IRD items (IRA distributions, accrued interest, final paycheck) with Section 691(c) deduction for estate tax paid.
USPennsylvania Inheritance Tax Calculator — Class-Based Rates
Calculate PA inheritance tax — 0% spouse, 4.5% lineal descendants, 12% siblings, 15% other heirs.
USNew Jersey Inheritance Tax Calculator — Class A/C/D/E
Calculate NJ inheritance tax by beneficiary class — Class A exempt, Class C 11-16%, Class D 15-16%, Class E charity exempt.
USWashington State Estate Tax Calculator — 20% Top Rate
Calculate WA state estate tax — $2.193M exemption, top 20% rate (highest state estate tax), no portability.
USOregon Estate Tax Calculator — $1M Low Exemption
Calculate OR estate tax — $1M low exemption, 10-16% rates, fiscal cliff effect at threshold.
USSLAT Calculator — Spousal Lifetime Access Trust
Calculate SLAT estate planning savings — non-reciprocal Crummey funding, $13.99M exemption use-it-or-lose-it.
USCharitable Lead Trust Calculator (CLAT/CLUT)
Calculate CLT — charity income FIRST, remainder to heirs. Section 7520 rate, charitable deduction, estate tax savings.
USPrivate Foundation Tax Calculator
Calculate private foundation taxes — 1.39% net investment excise (Section 4940), 5% minimum distribution requirement.
USCrummey Trust Annual Exclusion Calculator
Calculate Crummey withdrawal-power gifts qualifying for $19K annual exclusion — multi-beneficiary tracker for ILITs.
USQTIP Trust Marital Deduction Calculator
Calculate Qualified Terminable Interest Property trust — 100% marital deduction at first death, second-marriage planning.
USDynasty Trust Calculator — Multi-Generational Wealth Transfer
Project dynasty trust growth across 100-1000 years — state RAP rules, GST exemption allocation, generations of estate tax avoided.
USBypass / Credit Shelter Trust Calculator (A-B Trust)
Calculate bypass trust estate tax savings — fund trust with applicable exclusion, second-death tax avoided.
USDisclaimer Trust Calculator (§2518 9-Month Window)
Calculate qualified disclaimer (§2518) tax effect — 9-month deadline, partial disclaimer, next-in-line beneficiary.
USSpecial Needs Trust (SNT) Tax Calculator
Calculate SNT tax — first-party (d4A/d4C) vs third-party, supplemental needs distributions, Medicaid payback at death.
USForeign Grantor Trust Calculator (Form 3520/3520-A)
Calculate US beneficiary tax from foreign grantor trust — throwback rule, 35%/5% Form 3520 penalties, default vs DNI.
USTrust DNI Calculator (Distributable Net Income)
Calculate Trust DNI — distribution deduction, beneficiary income inclusion, K-1 character pass-through.
USEstate Income Tax Calculator (Form 1041)
Calculate estate income tax during administration — compressed brackets, 65-day rule, K-1 to beneficiaries, fiscal year option.
USCRAT vs CRUT Comparison Calculator
Compare CRAT (fixed annuity) vs CRUT (fixed % of revalued assets) — payment stability, asset preservation, charitable deduction.
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