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Advanced financial planning powered by AI. Professional-grade tools for estate planning, tax optimization, and wealth preservation strategies tailored for HNW and UHNW clients.

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OBBBA Tax Reform Guide: Comprehensive analysis of the 2025 tax changes

View Tax Reform Summary

10 Professional Calculators

Estate tax, charitable giving, RMDs, and more

AI-Powered Analysis

Intelligent insights powered by MIGUEL AI

2025 Tax Law Updates

Always current with latest regulations

Everything You Need to Serve HNW Clients

Professional tools designed for sophisticated financial planning

Estate Planning Suite

Comprehensive tools for estate tax calculations, trust planning, and wealth transfer strategies

  • Federal & state estate tax projections
  • Trust comparison analysis
  • Generation-skipping strategies

Charitable Planning

Optimize charitable giving strategies with tax-efficient vehicles and impact analysis

  • CRT/CLT comparisons
  • Donor advised fund analysis
  • Private foundation tools

Business Exit Planning

Strategic tools for business valuations, sale structures, and tax optimization

  • Business valuation calculator
  • Sale vs. ESOP analysis
  • Tax deferral strategies

MIGUEL AI

Modern Intelligent Guide for Ultra-high-net-worth Estate Legacy - Advanced artificial intelligence trained on thousands of financial planning scenarios

  • Natural language queries
  • Contextual recommendations
  • Professional report generation

Professional Financial Calculators

10 sophisticated tools for comprehensive financial analysis

Estate Tax Calculator

Federal and state estate tax projections

State Tax Comparison

Compare tax implications across states

Charitable Giving Impact

Analyze charitable contribution strategies

Capital Gains Calculator

Optimize capital gains tax strategies

Retirement Distribution

Plan optimal retirement withdrawals

RMD Calculator

Required minimum distribution planning

Gift Tax Calculator

Annual and lifetime gift tax analysis

Business Sale Calculator

Business exit and sale planning

Insurance Needs Analysis

Life insurance coverage optimization

Social Security Optimizer

Maximize Social Security benefits

Built for Modern Financial Advisors

CoversYourAssets.com brings together the most sophisticated financial planning tools in one integrated platform. Our suite of professional calculators and AI-powered analysis helps advisors deliver exceptional value to high-net-worth clients.

With real-time tax law updates and comprehensive planning scenarios, you'll have everything you need to provide world-class financial advice.

10+

Professional Calculators

51

Jurisdictions Covered

2025

Tax Laws Updated

AI

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Professional Excellence

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