Infinite Wealth Builder

Legacy Planning Calculator

Analyze estate tax exposure and explore strategies like ILITs, GRATs, charitable trusts, and Section 7702

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Your Estate Information

Tell us about your current assets and estate value

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Include all assets: investments, real estate, business interests, retirement accounts

Asset Breakdown (Optional)

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Life insurance is included in your taxable estate unless held in an ILIT

Current Estate

$5,000,000

Projected in 30 Years

$21,609,712