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Lesson 15
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Estate Tax
Estate Tax
Calculator
ILIT ROI quantified.
Your estate
Estate excl life ins
Life ins DB
Filing status
Single
Married
Year
2024 ($13.61M)
2027+ ($5-7M)
Calcular
Impact
Without ILIT
Life ins in estate
Estate excl DB
—
+ DB
—
Total estate
—
Exemption
—
Taxable
—
Estate tax
—
With ILIT
Life ins outside estate
Estate excl DB
—
Life ins (ILIT)
—
Taxable estate
—
Exemption
—
Taxable
—
Estate tax
—
ILIT savings
—
Notas:
$3-8K setup + $500-3K/año. Irrevocable. Plan ahead.
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