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LEGACY & ESTATE

EDUCATIONAL ONLY: Estate tax laws change frequently. 2025 sunset provision may alter exemptions. Consult estate planning attorneys. Full Disclaimer

Legacy & Estate Multiplier

Your Estate Today

Assets, liabilities, and family structure

Client Name (optional)

Personal

Current Age55

Life Expectancy85

Spouse Age (0 = no spouse)52

Number of Heirs3

Assets

Total Net Worth$5,000,000

Real Estate$1,500,000

Business Value$0

Retirement Accounts (401k/IRA)$1,200,000

These are taxed as income to heirs (IRD)

Life Insurance Death Benefit$500,000

Total Liabilities$400,000

Current Planning

Has a Will

Has a Trust

Has an ILIT

Current Annual Gifting$0

Estate Growth Rate5%

Step 1 of 4