Estate & Wealth Transfer Planning

Build a dated net-worth statement from eight asset and liability categories, using owned values minus owed balances without liquidity or health scoring.

Reconcile entered survivor-income needs, obligations, goals, death benefits, and dedicated resources without a coverage or product recommendation.

Compare debt avalanche and snowball payoff plans with a fixed monthly budget, rolled-over payments, payoff dates, and interest estimates.

Project a starting balance and real month-end contributions under annual, semiannual, quarterly, monthly, or daily nominal compounding, with exact deposit and interest reconciliation.

Model retirement savings, inflation, user-entered Social Security, withdrawal-rate sensitivity, income gaps, and retirement-age scenarios.

Screen documented gross estate and adjusted taxable gifts against a verified Form 706 filing threshold—without estimating estate tax or distributions.

Compare one donor's present-interest gifts to one donee in one calendar year against an entered exclusion—without estimating tax or lifetime credit use.

Calculate fixed-rate loan payments, total interest, amortization, and extra-principal savings. Enter principal, annual note rate, and term; fees are excluded.

Reproduce a property-tax bill scenario from an official taxable assessed value, percent or mill rate, other annual charges, and confirmed credits.