π Estate Planning Calculator
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About Estate Planning
Estate planning ensures your wealth passes according to your wishes. It includes wills, trusts, healthcare directives, and tax strategies.
2024 Federal Estate Tax Key Numbers
- β’Individual exemption: $13,610,000
- β’Married couple exemption: $27,220,000
- β’Top federal rate: 40%
- β’β οΈ Exemption may drop to ~$7M in 2026
Do I need a trust?
Consider a trust if assets exceed the exemption or you have special distribution needs. Even with smaller estates, a revocable living trust can avoid probate.