Estate Planning Tax Optimization Tool
Your Estate Information
Total value of all assets (real estate, investments, etc.).
Mortgages, loans, estimated final expenses.
Federal tool, but state taxes may apply separately.
Tax & Planning Assumptions
Per individual. For 2025, it's $13.61M. This is subject to change by law.
Current top rate is 40%.
Portability & Gifting
Enter if applicable (for surviving spouses).
Using annual exclusion (e.g., $18k/person in 2024, so $36k for a couple gifting to one person).
Tax laws, especially exemption amounts, can change. The values here are for estimation based on current understanding or user input.
Estimated Estate Tax & Optimization Summary
Click "Calculate Estimated Tax" to view the summary. Ensure all inputs are set.