Estate Equalization Calculator

Plan equitable distribution of assets among heirs

Estate Overview

Asset Details

Heirs Information

Tax Considerations

Estate Distribution Analysis

Total Distributable Estate

$0
After taxes and expenses

Estate Tax Liability

$0
Estimated taxes due

Distribution Summary

Heir Allocated Assets Value Equalization Payment

Estate Planning Guide

Distribution Strategies

  • Equal vs. Equitable Distribution
  • Consideration of Prior Gifts
  • Business Succession Planning
  • Life Insurance for Equalization

Tax Considerations

  • Federal Estate Tax Exemption
  • State Estate Taxes
  • Gift Tax Implications
  • Basis Step-Up Rules

Key Considerations

  • Liquidity Requirements
  • Family Business Dynamics
  • Special Needs Planning
  • Asset Valuation Methods

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