Calculator Types
Our calculators help you understand the financial impact of estate planning decisions. Here are the types that we offer:
State Estate Tax: Calculate an accurate estimate of state estate tax liability to help optimize your clients' estate plan.
Grantor Retained Annuity Trust (GRAT): Transfer high-yield or rapidly-appreciating assets to beneficiaries while retaining an income stream for a specified term.
Spousal Lifetime Access Trust (SLAT): For married couples, one spouse creates and funds the trust, while still allowing the other spouse to access the trust's assets during their lifetime.
Qualified Personal Residence Trust (QPRT): Determine gift tax implications to establish this trust, where the grantor will retain an income interest in the transferred property, and the remainder interest is passed to their beneficiaries.
Charitable Lead Annuity Trust (CLAT): Model out the annuity payments to be received by the charity during the trust's term based on the value of assets transferred, and any remainder to go to non-charitable beneficiaries upon the trust's termination.
Loans: Set payment terms and generate a loan schedule for personal loans or for asset sales utilizing a promissory note.
How to Use
Log into your wealth.com account
Select a client from your advisor dashboard
Using the left side navigation bar, select Calculators
Select the calculator type (Example: State Estate Tax)
These tools are designed to strengthen estate planning conversations by making complex financial projections more tangible and easier to understand. You can use them to explore different planning scenarios and see the potential outcomes for your estate and beneficiaries.