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 current $15 million per-person federal exemption?
Yes — modeled and acting on the results
Aware of the current exemption but haven't modeled my specific exposure
State estate taxes may apply well below $15 million
No — not sure it affects me
Federal exposure starts above $15 million per person; state thresholds are often lower
Estate is below all federal and state thresholds