Estate Planning Calculators

The tax benefits of various Estate Planning tools can help you maximize your retirement income and provide for your heirs in the most beneficial manner.

Use our Estate Planning Calculators for a customized presentation that will demonstrate how these tools can benefit you. (Please note, to protect any personal information you may input into the calculator uses a secure connection. You may also wish to read our calculator privacy policy.)

Gift Annuity  – Benefit from excellent fixed payouts that are partly tax-free, plus receive a charitable tax deduction.

Charitable Remainder Unitrust – Enjoy increased income with a tax-advantaged sale plus receive a charitable tax deduction.

Charitable Remainder Annuity Trust – receive high fixed payments with tax-advantaged sale plus charitable tax deduction.

Deferred Gift Annuity – Benefit from excellent fixed payouts that are partly tax-free plus receive a charitable tax deduction.

Sale and Unitrust – Receive cash, increased income, and a charitable tax deduction through the sale of an appreciated asset.

Part Gift and Part Sale – Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.