Estate Tax Estimator
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!