LREP > IV. SPECIFIC
EP TOPICS > D. Calculations
As mentioned on my Home Page, I am
very thankful and honored that Legal Research for Estate Planners (LREP) has evolved to a
national resource on estate planning (with reviews provided
by many fellow practitioners) from its single page
beginning. To allow efficient research, LREP is divided into
six (6) systematic categories, descending from more general
estate planning (EP) research information to more specific,
practical information on estate planning. This LREP
subcategory of EP TOPICS features information on and tools
to do estate planning calculations. I hope that you find
this category of sites helpful.
Tax Guide - TIAA/CREF
(includes
tax brackets, standard deductions, exemptions, credits, and
retirement plan contribution limits for federal income,
estate, and gift taxes) (5/8/2004)
Calculator.com®
("... free access to online calculators to help you solve
problems and answer questions in the home, office, and
school") (8/26/2000)
1. Gross Estate Calculations
"Estate Tax Calculator" under "Estate Planning Action
Center" - Fidelity® (free advanced interactive calculator
with separate inputs for joint and spousal assets,
liabilities, charitable deductions, and also strategy pages
on various estate planning techniques) (
12/6/2002)
2. Gross Estate Deduction Calculations
John DeBruyn
Law Office (Denver) (free qualified family-owned
business interest (QFOBI) estate calculator for IRC section
2057 deduction (often used in conjunction with IRC sections
2032A and 6166))
3. Actuarial Calculations
(e.g., for installment sales or annuities)
Applicable Federal Rate (AFR) (most sites
include current and archived AFR):
AFRs -
Pillsbury, Madison & Sutro (San Francisco) (very good tax
and estate
planning site; see listing under IV. SPECIFIC EP TOPICS
> E. Basic and Advanced Estate Planning) or
AFR Table - Brentmark (
6/22/2001)
Interest Rate Forecasts - The Financial Forecast Center
("presents forecasts for a number of U.S. and some
international interest rates or yields over the upcoming six
months")
(10/10/2004)
Financial Calculators
- TimeValue Software (categories: Home Financing, Personal
Financing, Investment Calculators, Retirement Calculators,
Lease Calculators; includes free calculators on present and
future values and loans) (8/5/2001)
4. Minimum Required Distribution (MRD)
Calculations (2/11/2001)
MRD Calculator for 2001
- Roth IRA Advisor (8/12/2001)
5. Income Tax Consequences of Life
Insurance & Annuities Calculations
(7/28/2001)
Life Insurance & Annuity Tax Tool
- insure.com® (income tax calculations for various
transactions involving life insurance and annuities)
(7/28/2001)
6. Other Income Tax and Miscellaneous
Calculations (9/29/2001)
1040 Tools Home
(offering free calculators for consumers including
present/future value, income taxes, and estate taxes; also
offering free use for professionals (who register) to MRD
caculators, deductions in respect of a decedent calculator,
and others) (9/29/2001)
Martindale's Reference Desk: Calculators
On-Line Center (amazing offering
of all types of calculators) (9/29/2001) (
10/11/2003)
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