Financial Calculators Guide
Master our suite of professional planning tools to optimize your financial strategy
Key Features
- ✓Federal estate tax with 2025 exemptions ($13.99M)
- ✓State-specific calculations for all 51 jurisdictions
- ✓Marital deduction and portability options
- ✓Charitable deduction scenarios
- ✓Multiple asset type support
How to Use
- 1Enter your total estate value including all assets
- 2Select your state of residence
- 3Add marital status and spousal assets if applicable
- 4Include any charitable bequests
- 5Review tax calculations and planning opportunities
Pro Tips
- •Update values annually to track exemption usage
- •Consider both federal and state taxes
- •Explore charitable strategies to reduce tax burden
- •Review portability elections with your advisor
Common Questions
How often should I update my calculations?▼
We recommend updating your calculations at least annually or whenever you have a major life event (marriage, birth, inheritance, job change, etc.). Tax laws and exemptions change yearly, so staying current ensures accurate planning.
Can I save my calculations?▼
Yes! Each calculator allows you to save scenarios to your account. You can name them, add notes, and compare different scenarios side-by-side. Access saved scenarios from your dashboard or the "Saved Scenarios" page.
How do I export or print results?▼
Click the "Download Report" button on any calculator results page. You can export as PDF for printing or Excel for further analysis. Reports include all inputs, calculations, and recommendations.
Get Personalized Help from MIGUEL
Need help interpreting your results or exploring strategies? MIGUEL can analyze your calculator outputs and provide personalized recommendations based on your specific situation.
Ask MIGUEL about this calculatorVideo Tutorial
Learn how to use this calculator effectively in our step-by-step video guide
General Calculator Best Practices
Do's
- ✓Use current, accurate financial data
- ✓Save scenarios for future comparison
- ✓Consider multiple planning strategies
- ✓Consult with advisors on complex situations
Don'ts
- ✗Rely solely on calculator results
- ✗Use outdated tax rates or exemptions
- ✗Ignore state-specific considerations
- ✗Make major decisions without professional advice
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