Estate Tax Estimator
![Smiling older couple looking at laptop screen together close up Wealthy Couple reviewing their estate plan.](https://www.cpsadvantage.com/wp-content/uploads/AdobeStock_338291796-scaled.jpeg)
Our simple two page Estate Tax Estimator makes it easy to visualize the impact of death taxes as the 2017 tax cuts expire at the end of 2025. Page 1 shows the calculations; page 2 represents the same with graphs. Download a sample here. Request your own, incorporating your clients’ assumptions.
- Death tax liability until 12/31/2025
- Death tax liability effective 01/01/2026
- Select estate growth rate based on client’s assumptions
- Model based on various tax rate assumptions
- Incorporate your client’s inflation assumptions
- Include planned charitable gifting strategies
- Reduce estate based on annual “burn rate” (client’s expenses)
Request a personalized tax Estimator to educate your wealthy clients!