Net Worth Calculator

Use this calculator in order to take stock of your current financial situation. Many people have never done this before and are surprised to see the results. Is owning your own life insurance policy causing the rest of your Estate to be taxed?

If your net worth in the first result is under the current 'lifetime exemption' against the tax. And your net worth in the second answer (which includes personally owned life insurance) is above the current 'lifetime exemption', than it is. This can many times be easily corrected, contact our office to find out the best way to structure life insurance ownership.

All fields are required. Enter numeric values only, do not enter dollar or percent signs, commas, etc.