Question 1

Does this include state estate or inheritance tax?

Accepted Answer

No — many states impose separate taxes with lower exemptions. Add state rules or consult local counsel.

Question 2

What about marital deduction?

Accepted Answer

Assets passing to a U.S. citizen spouse often qualify for unlimited marital deduction, deferring tax. This simple model may not capture all marital transfers.

Question 3

Are exemption amounts fixed?

Accepted Answer

Federal exemptions adjust with law and inflation. Update inputs annually or when tax legislation changes.

Estate Tax Calculator

Related calculators