estate

What problem does it solve?

Estate planning is complex and time-consuming; this skill provides analytical frameworks to quantify estate tax exposure, design gifting and trust strategies, and coordinate wealth transfer with family governance to minimize taxes and ensure assets reach intended heirs with minimal friction.

Core Features & Use Cases

• Estate tax exposure analysis: Quantify federal and state tax implications under current law and sunset scenarios.
• Gifting & trust design: Model annual exclusions, GRATs, and IDGTs to transfer wealth efficiently.
• Multi-generational planning: Propose dynasty and GST-aware structures, charitable planning, and governance frameworks.
• Use Case: For a multi-generational family, generate a plan that reduces taxes while preserving control and liquidity for heirs.

Quick Start

Enter client details and run an estate tax exposure analysis with gifting and trust design options.