Tax Savings

How can I tell how much income tax and probate tax I’ve saved?

1. Once in a scenario, go to the Summary” tab and scroll to the bottom of the box.

Here you can find the values for the amount of income tax and probate tax saved. These values will change based on how you plan - e-State Planner will know to deduct accordingly if the asset falls outside of the estate or if spousal rollover applies.

How can I see the amount of probate tax that would be saved if multiple wills were drafted?

1. Once in a scenario, go to the “Summary” tab and scroll to the bottom of the box.
2. Click the "Apply Multiple Wills Planning" checkbox, and the amount will be reflected in green beside "Probate Tax Saved".