Tax Reference — Private Wealth Management

Estate Tax Calculator

Estimates federal and state estate tax for a decedent. Supports WA, NY, and OR state estate tax (CA, AZ, NV have no state estate tax). Includes federal portability (DSUE) from a predeceased spouse and flags the New York cliff effect when triggered.

Estate planning is complex. This tool does not model GST tax, QTIP elections, irrevocable trust arrangements, ILIT insurance, or state-specific deduction rules in detail. For planning discussions only — engage an estate attorney before taking action.

Estate Composition

Gross Estate Value Debts, Funeral & Administration Expenses Charitable Bequests Marital Deduction (to Surviving Spouse)

Exemption Adjustments

Prior Lifetime Taxable Gifts DSUE from Predeceased Spouse (Federal Only)

Residency

State of Residence

Results 2026

Federal + Washington Tax Calculator

Estimates federal income tax, federal long-term capital gains tax, NIIT, and Washington capital gains excise tax. For planning discussions only — actual tax depends on many factors not modeled here (AMT, credits, state-specific preferences, etc.).

Inputs

Filing Status Wages / Ordinary Income Short-Term Capital Gains Long-Term Capital Gains / Qualified Dividends Ordinary Dividends & Interest Above-the-Line Adjustments (401(k), HSA, etc.) Itemized Deductions (0 = use standard) Washington Resident?