WORKSPACE
Estate Planning
Federal + state estate tax projection, annual gifting tracker, family map, and document audit.
Estate inputs
$
$
$
$
$
Married (portability applies)
Gross estate
$8.50M
Taxable estate
$8.25M
Federal estate tax
$0
State estate tax
$174K
Total estate tax
$174K
Heirs receive
$8.08M
Estate waterfall
Gross estate
$8.50M
− Debts & expenses
-$250K
= Taxable estate
$8.25M
− Federal exemption
-$8.25M
− State estate tax
-$174K
= Heirs receive
$8.08M
Federal exemption remaining$27.48M / $27.98M
2025 federal exemption: $13.99M per person · $27.98M total with portability
AI-assisted estimate. Federal exemption sunsets after 2025 to ~$7M without legislation. State estate taxes vary. Verify with estate planning attorney.