Entities
Who owns what: you, each trust and each company.
Inside the estate
$1,960,637
Outside the estate
$453,689
Not decided
$0
every entity is set
Estate tax (estimate)
$0
40% above a $15,000,000 exemption
Balance sheets
- PersonalPerson · owns $1,921,907 · owes $879,887 · in the estateIn the estate$1,042,01943% of net worth
- Retirement accountsRetirement · owns $573,744 · in the estateIn the estate$573,74424% of net worth
- Maple Family TrustIrrevocable trust · owns $453,689 · outside the estateOutside$453,68919% of net worth
- Example Holdings LLCLLC · owns $709,471 · owes $364,597 · in the estateIn the estate$344,87414% of net worth
A rough estimate: net worth inside the estate, less the exemption, times the rate. It ignores deductions, gifts already made, the spouse’s exemption, state estate taxes and valuation discounts. The exemption and rate are built-in defaults until the owner saves them on the Account page.