Estate Tax Planning

Interactive calculators

Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied. VALIC cannot and does not guarantee their applicability or accuracy in regards to individual circumstances. All examples are for illustrative purposes only. Questions regarding the information and interactive calculators should be discussed with a financial, tax and/or legal advisor. Seek personalized advice from qualified professionals regarding all personal finance issues.

Estate Tax Planning
Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years. This calculator uses the rules passed into law as part of the "American Taxpayer Relief Act of 2012."

Please be aware that certain estate planning documents, which are beyond the scope of this calculator, may be necessary in order for assets to be distributed according to your wishes.

Interactive Calculator