Estate Tax Planning Calculator
See how much of your wealth your heirs will keep — and what you can save using a life insurance trust.
Estate Tax Planning Calculator
See how much of your wealth your heirs will keep — and what you can save using a life insurance trust (ILIT). This calculator uses your current financial picture to project estate values, tax exposure, and potential savings.
Estate Tax Planning Analysis
Without ILIT Strategy
With ILIT Strategy
ILIT Strategy Benefits
Note: This calculator uses 2024 estate tax exemption ($13.61M) and assumes a 40% estate tax rate. Results are estimates based on projected growth rates. Actual results may vary based on market performance, tax law changes, and other factors.
Disclaimer: This calculator is for educational purposes only and does not constitute tax or legal advice. Consult with licensed estate planning attorneys and tax professionals for personalized advice.