Your score is calculated from your answers and reflects real planning gaps for this life event.
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Estate Tax Law Change Readiness Assessment
5 questions · 2 minutes · Personalized score with specific gaps identified
1 of 520% complete
Question 1 of 5
Have you modeled your estate tax exposure at the post-sunset ~$7M per person exemption?
Yes — modeled and acting on the results
Aware of the sunset but haven't modeled my specific exposure
The exposure can be surprisingly large for mid-range estates
No — not sure it affects me
If your estate exceeds $7M per person, it likely does
Estate is below the post-sunset threshold