Estate Tax Calculator
It’s easy to help your clients know where they stand by estimating their estate tax exposure. While just an estimate, it helps to review possible scenarios and the tax outcomes for better comprehension. And it allows for more informed decision-making as you help them through the legacy and estate planning process
Calculate your clients’ estate tax exposure
Help clients and their advisors estimate estate tax liability under various growth rates and longevity scenarios. Use the estate tax calculator. (XLS) (BB10045)
For a customized analysis, submit a Request for Proposal (DOC) (DD9031C).