Estimate your estate tax exposure under 2025 rules. See gifting strategy capacity and actionable recommendations.
Net Estate
$4,500,000
Lifetime Exemption
$15,000,000
Taxable Estate
$0
Est. Estate Tax (40%)
$0
Annual Gift Exclusion
$20,000
Per recipient (2025)
Years to Deplete
119
At current gift rate
Your estate is below the lifetime exemption. Focus on basic estate planning documents.
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What Alistair will see:
Estate Tax: $5,000,000 assets, $500,000 liabilities.
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