Your Business Is Your Largest Asset. What Does That Mean for Your Estate?
Model your current estate tax exposure, the impact of the 2026 exemption sunset, and how gifting, trusts, and exit timing affect the wealth your family actually keeps.
Your estate & business details
Model your estate tax exposure today and after the 2026 exemption sunset.
Reduces your remaining lifetime exemption
Growth & timing assumptions
Business appreciation + investment returns
Estate Tax Today
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Estate Tax After 2026 Sunset
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Total estate today
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Gross estate value
Current exemption remaining
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After prior gifts
Projected estate at transfer
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At your growth rate
Tax saved by acting before 2026
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Sunset urgency
Estate Tax Scenario Comparison
Gross estate (today)
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Current federal exemption (2024)
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Taxable estate (current exemption)
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Estate tax at current exemption
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Post-2026 exemption (estimated)
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Taxable estate (post-sunset)
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Estate tax at post-sunset exemption
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Additional tax if you wait past 2026
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Gifting Strategy Analysis
Annual gifting capacity
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Estate reduction per year via gifting
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Projected estate after gifting program
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Estate tax savings via gifting
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Your business is your largest estate asset. Understanding exit timing and structure is your most powerful estate planning lever.
Enter your estate details and click Calculate my estate tax exposure.
⚠️ Important: The current federal estate tax exemption is scheduled to sunset at the end of 2025, dropping from $13.61M to approximately $7M per person. This tool models both scenarios.
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