Your score is calculated from your answers and reflects real planning gaps for this life event.

RSU / Liquidity Event 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 new asset level?

Yes — estate tax snapshot is current

Rough idea but not formally modeled

No — haven't looked at estate tax yet

A large vest can cross thresholds you weren't previously near

Below any estate tax threshold