Optimize Your Estate Plan — Every Dollar Protected

Data-driven estate planning that minimizes taxes, maximizes wealth transfer, and gives you a clear action plan.

What You Get

Model federal and state estate tax exposure with current exemption amounts and sunset scenarios.

Maximize annual and lifetime gift tax exclusions across multiple beneficiaries and trusts.

Project grantor retained annuity and unitrust performance under varying interest rate environments.

Analyze deceased spousal unused exclusion (DSUE) to double your federal exemption.

Compare CRT, CLT, and donor-advised fund strategies for tax-efficient philanthropy.

Identify assets that benefit most from stepped-up basis at death vs. lifetime gifting.

Provide estate value, income, marital status, and beneficiary information.

Our engine models tax scenarios across federal and state jurisdictions.

Receive actionable strategies ranked by tax savings and implementation complexity.

Federal estate tax rates, state-level estate and inheritance taxes, IRS gift tax limits, IRS actuarial tables, and 7520 rates — updated continuously.

Free analysis in under 2 minutes.