Your score is calculated from your answers and reflects real planning gaps for this life event.
← Back to First-Time $2M+
First-Time $2M+ Readiness Assessment
5 questions · 2 minutes · Personalized score with specific gaps identified
1 of 520% complete
Question 1 of 5
Do you know whether you have state or federal estate tax exposure at your current asset level?
Yes — modeled and aware of my exposure
Roughly aware but not formally modeled
No — haven't looked at estate tax yet
Some states tax estates at $1M — you may already be exposed
Below all state and federal thresholds