Six short terms cover using this site. Read them once; nothing here is unusual for a free calculator site.
What you're getting. Free calculators and reference guides on estate tax, gift tax and the step-up in basis, built around the 2026 federal exemption and current state figures. Nothing is paywalled and no account is required.
Estimates, not filings. Every output is an educational estimate based on published exemptions and standard assumptions. It is not a substitute for a return prepared by a CPA or advice from an estate attorney, and it does not account for deductions, prior gifts, or trust structures specific to your situation.
No warranty. The calculators, guides, and dataset are provided as they are. We check figures against named sources and correct errors when they're reported, but we don't guarantee the tools are free of mistakes at every moment.
Limits on liability. Using this site, its calculators, or any linked third-party tool is at your own judgment. We aren't liable for decisions made based on a number shown here.
Affiliate relationships. A few footer links go to other tools in the Encore Editorial network and may be affiliate links. That relationship never changes which figure appears on a page.
Updates to these terms. We may revise this page as the site changes. Continuing to use the site after an update means the current version applies to you.