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FED

Federal Estate Tax Calculator 2025 + Gifts + Projection

Simplified planning estimate using the 2025 federal basic exclusion framework.

Inputs

Filing status (planning) Affects exclusion used
Portability note: The married option assumes a planning-style double exclusion. In real cases, the surviving spouse’s use of a deceased spouse’s unused exclusion generally requires a timely Form 706 election.
Gift clarity: Prior taxable gifts are part of the lifetime transfer base. This tool reflects that planning view.

Results

Exclusion used (based on status)
$0
Combined transfer base (estate + prior taxable gifts)
$0
Taxable above exclusion
$0
Estimated federal estate tax (if death in 2025)
$0
Projected estate value in future year
$0
Projected combined transfer base
$0
Estimated federal estate tax (projected)
$0
Effective federal tax vs. projected combined base
0.00%
Method note: Simplified planning estimate applies a 40% top-rate assumption above the exclusion.

Year-by-year projection chart

Projected estate value and estimated federal estate tax using the selected status exclusion.

Projected Estate Est. Federal Tax

Year-by-year table

Year Projected Estate Prior Taxable Gifts Combined Transfer Base Exclusion Used Taxable Above Exclusion Est. Federal Tax Effective %
Disclosure: Educational estimate only. The 2025 basic exclusion amount is $13,990,000 per person. :contentReference[oaicite:2]{index=2} The married option assumes a doubled exclusion for planning simplicity; actual portability depends on a proper election on Form 706. :contentReference[oaicite:3]{index=3}

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