Estate Tax Exposure Estimator
Simplified estimate comparing your taxable estate against the federal exclusion. Assumes a 40% top rate for potential exposure.
Taxable estate (simplified): $0.00
Exclusion remaining after prior gifts: $0.00
Potential exposure over exclusion: $0.00
Estimated tentative estate tax (40%): $0.00
This is an educational estimate; actual liability depends on full IRC rules, elections, valuations, and state/federal changes.
Portability (DSUE) Estimator
Estimate the Deceased Spouse’s Unused Exclusion (DSUE) that could be ported to the survivor by filing Form 706.
Decedent taxable estate (simplified): $0.00
Exclusion used by decedent (est.): $0.00
Estimated DSUE: $0.00
Election must be made on a timely filed Form 706 (including extensions). Even small estates may wish to preserve DSUE.
Annual Exclusion Gift Planner
Plan tax-free gifts using the annual exclusion. Defaults to 2025 amounts—edit as needed.
Per-donee limit (this plan): $0.00
Covered by exclusion: $0.00
Potential taxable portion: $0.00
Gift-splitting usually requires filing Form 709 for each spouse.
Basis Step-Up Estimator
Estimate potential capital gains avoided when appreciated assets receive a step-up in basis at death (subject to IRC rules).
| Asset | Current basis | Fair market value |
|---|
Total basis: $0.00
Total FMV: $0.00
Gain potentially avoided: $0.00
Community/marital property, trust ownership, and state law affect step-up results.