Estate Planning Tools
Our estate planning tools help you create a comprehensive strategy for wealth transfer. From tax estimation to legacy planning, these tools provide valuable insights for ensuring your assets are distributed according to your wishes.
Estate Tax Estimator
Project potential estate taxes based on your current assets, liabilities, and beneficiaries. Understand federal and state estate tax thresholds and identify strategies to minimize the tax burden on your heirs.
Inheritance Calculator
Plan for wealth transfer to your heirs with our comprehensive inheritance calculator. Estimate how assets will be distributed, account for taxes and expenses, and create a fair distribution plan aligned with your wishes.
Trust Comparison Tool
Compare different trust options based on your specific needs and goals. Analyze revocable vs. irrevocable trusts, living trusts, charitable trusts, and other options to find the best structure for your estate plan.
Charitable Giving Optimizer
Maximize the tax benefits of your charitable donations. Compare different giving strategies like direct donations, donor-advised funds, and charitable trusts to optimize both tax advantages and philanthropic impact.
Legacy Planning Checklist
Create a comprehensive estate planning checklist customized to your situation. Track essential documents, important decisions, and key steps to ensure your estate plan is complete and up-to-date.