Calculate Your Estate Tax Exposure

Current estate, gift, and generation skipping transfer (GST) tax exemption is $11.7 M per person, but sunsets after 2025 back to $5M adjusted for inflation.

The exemption is indexed for inflation and expected to increase incrementally year to year.

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Overview Of Your Estate Tax Exposure – Apr 2021
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$
$

Estimated Net Worth*

*Assumes 6% annual growth in net worth
Today
In 5 Years
In 15 Years

$15,000,000
$15,000,000
$15,000,000

Estimated Estate Tax Exposure


$15,000,000
$15,000,000
$15,000,000
Overview of Estate under Current Estate Tax Law

Estimated Net Worth*

*Assumes 6% annual growth in net worth
Today
In 5 Years
In 15 Years

$15,000,000
$15,000,000
$15,000,000

Estimated Estate Tax Exposure


$15,000,000
$15,000,000
$15,000,000
$3,500,000 Exemption per Person and 45% Estate Tax Rate

Other Estate Planning Considerations

Decreased asset values and historically low interest rates due to COVID-19 make this an ideal time to implement advanced estate planning techniques
Ask us how to design/implement your estate plan during this unique time in order to protect your exposure.
Estate planning is a process and not an event, keep reviewing periodically and reach out to your rep at KCOE if you have any questions or concerns. We are happy to help.

Disclaimer

Any tax advice contained in this communication (including any attachments) should not be construed as a formal tax opinion unless expressly stated and cannot be used for promoting, marketing or recommending to another party any transaction or matter addressed.
If you would like us to provide written tax advice to protect against penalties, please contact us. Any taxpayer who is not the addressee of this communication should seek specific advice based on that taxpayer’s particular circumstances from an independent tax advisor.

Calculate Your Exposure

Consider the increases of your estate tax risk today and down the road
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Years
Years
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