Current Year:   State
Client Name:  Spouse Name:
Client Age:  Spouse Age:
Client Sex:   Spouse Sex:
Client Status:  Spouse Status:
Estate Tax Rate:  Current Estate:
Estate Growth Rate%: Years to Project:
Is the client married: Use a Credit Shelter Trust
   
Life Expectancy (Calculated) VBT 2015: Client 22 Spouse 31 33 <-JointLE
Projection Year:
Projected Estate:
(Beginning of Year Value)
Gross Estate Taxes:
Less Applicable Credit:
Estate Taxes Due:
Net To Heirs Summary
Gross Estate in
Less Estate Taxes Due:
Net to Heirs:

See the glossary section for important additional information. The values generated by this estate tax calculator are rough estimates of potential estate taxes that are based on information input into the system by the user of this calculator. They should not be used as a basis for filing or preparing an estate tax return. This material does not constitute tax, legal, investment or accounting advice and is not intended for use by a taxpayer for the purposes of avoiding any IRS penalty. Comments on taxation are based on tax law current as of the time we produced the material. All information and materials provided by John Hancock are to support the marketing and sale of our products and services, and are not intended to be impartial advice or recommendations. John Hancock and its representatives will receive compensation from such sales or services. Anyone interested in these transactions or topics may want to seek advice based on his or her particular circumstances from independent professionals.
Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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