Legacy Planning Calculator
Plan your estate and optimize wealth transfer to future generations
Estate Growth Projection
Recommendations
Establish Trust
Avoid probate and control asset distribution with a living trust structure
Setup Trust
Avoid probate and control distributions
Current Estate
$2,050,000
Future Estate
$11,869,642
In 25 years
Per Heir
$5,909,821
Impact Score
80/100
Excellent
Enter Your Legacy Planning Details
Enter your information below and we will dynamically update the report above
Personal Information
Income Information
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$
Annual Deductions
$
2025 limit: $23,000
$
$
2025 family limit: $8,300
$
2025 limit: $7,000
Estate Assets
$
$
$
%
Annual return on investments
%
Expected annual inflation
Legacy Goals
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$
Estate Planning
Tax Analysis
Annual Gross Income$165,000
Total Annual Taxes$46,843
Net Annual Income$78,358
Projected Estate Tax$0
Charitable Tax Savings$18,500
Inheritance Breakdown
Per Heir Amount$5,909,821
Total to 2 Heirs$11,819,642
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