Estate Planning and Inheritance
Generational asset transfer allocation models, probate fee estimation checklists, and trust fund distribution schedules.
Step Up in Basis Calculator | Capital Gains Inheritance Tool
Capital Gains Step-Up in Basis Economic Benefit Evaluator Retaining appreciated real estate or stock equity until liquidation by...
Open Tool →Estate Liquidity Calculator | Asset Fire Sale Risk Tool
Estate Liquidity Shortage & Fire-Sale Risk Stress-Tester High net-worth holdings heavily tied to operational businesses or material real...
Open Tool →Intrafamily Loan Calculator | Applicable Federal Rate Tool
Intrafamily Loan Rate Benchmarker & Imputed Interest Auditor Extending private financing lines to immediate relatives demands matching official...
Open Tool →Charitable Remainder Trust Calculator | CRUT Payout Optimizer
Charitable Remainder Trust (CRT) Multi-Tier Inflow Optimizer Moving low-basis appreciated shares into a Charitable Remainder Trust neutralizes initial...
Open Tool →Inherited IRA RMD Calculator | SECURE Act Liquidation Tool
Stretch IRA Beneficiary RMD & Liquidation Modeler Structural revisions to legacy retirement statutes require non-spouse heirs to completely...
Open Tool →Generation-Skipping Transfer Tax Calculator | GSTT Risk Tool
Generation-Skipping Transfer Tax (GSTT) Exposure Risk Auditor Routing assets past immediate heirs directly to distant generational lines activates...
Open Tool →Spendthrift Trust Calculator | Trust Distribution Planner Tool
Spendthrift Trust Distribution & Principal Longevity Planner Protecting legacy wealth from immediate liquid dissipation requires structuring precise, metered...
Open Tool →Probate Cost Calculator | Estate Administration Fee Tool
Probate Costs & Court Administration Fee Estimator Processing asset distribution through regional surrogate courts triggers compounding administrative drafts...
Open Tool →Gift Tax Calculator | Irrevocable Trust Funding Tool
Irrevocable Trust Funding & Gift Tax Annual Exclusion Modeler Systematically stripping assets from a high-value estate via incremental...
Open Tool →Gross Estate Valuation Calculator | Probate Asset Auditor Tool
Gross Estate Valuation & Probate Asset Auditor Transferring generational wealth demands separating clear contractual assets from standard inventory...
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