The purpose of estate tax planning is to maximize the assets you pass on to future generations by minimizing gift and estate taxes. Estate-tax strategies revolve around the use of irrevocable trusts. This article discusses the most common types of irrevocable trusts that are used to minimize gift and estate […]
A calculator that demonstrates the tax savings, returns, and charitable aspects you gain from selling appreciated assets with a Charitable Remainder Trust. This tool has several key features.Customizable. You can now create personalized return scenarios by customizing key inputs ranging from your expected capital gain, annual income, tax filing status, future expected investment growth and dividend rate.
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Detailed. It was always possible to view year-by-year data on different tax planning strategies. But we’ve made it much easier. Today, you can see how your results change depending on the timeline you choose and which tax exempt trust structure you choose. Read more about these decision points →Visual. The tax planning story is, in many ways, simple: Will you have more money after a certain amount of time with tax planning, or by simply paying your tax bill up front? But our goal is to make this real, in vivid detail. To that end, you now have two ways to visualize your results. The first is a chart showing the amount of money in your bank account over time with each strategy. The second is a table that allows you to see how the strategies compare across several variables, including total returns and liquidity at key intervals.
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Shareable. We’re confident that you’ll see the light after using our tools. But what if you need to share the results with your family, your business partners, your financial advisor, or a client? We’ve rolled out downloadable custom reporting for just that purpose. Enter your email, and we’ll send you a short document that captures the numbers, as well as the quantitative and qualitative costs and benefits, of the tax planning strategies you’re exploring. (See the updated calculator here!)
We hope this tool is helpful. If you have an exit event coming up — if you’re selling your company, public stock, cryptocurrency, real estate, or virtually any other appreciated asset — consider making this your first stop. And, as always, if you have questions about how to use our tools, or about tax planning in general, don’t hesitate to get in touch via email or set up a call with our team of experts.
We’ve built a platform to give everyone access to the tax and wealth-building tools typically reserved for wealthy individuals with a team of accountants and lawyers. We make it simple and seamless for our customers to take advantage of these hard-to-access tax-advantaged structures. With Valur, you can build your wealth more efficiently at less than half the cost of competitors.
From picking the best strategy to taking care of all the setup and ongoing overhead, we make things simple. The results are real: We have helped create more than $3 billion in additional wealth for our customers. If you would like to learn more, please feel free to explore our Learning Center. You can also see your potential tax savings with our online calculators or schedule a time to chat with us!
