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The Illinois estate tax, portability, the step-up, and what a trust costs an heir each year, each a working calculator on your site. Each ends with the advice to talk with a professional who knows the whole situation.
13 tools for estate planning attorneys. Each link opens a calculator in a small window on your site. Your visitor runs their own numbers, sees what the rules say, and reads the line every tool ends with: talk with a professional who knows your whole situation. On your site, that professional is you.
The link opens this window on your reader's screen, from our site. Nothing loads on your page but the link.
All 13 tools
Portability Election Calculator
Shows what filing an estate tax return at the first spouse's death, to carry over their unused exclusion, is worth to the survivor.
Inheritance in Trust or Outright: The Tax Drag
Shows the yearly tax cost of leaving an inheritance in a trust that keeps its income, compared with leaving it outright to the heir.
Home Sale Exclusion for a Surviving Spouse
Shows how much profit a surviving spouse can sell the house for without tax, and how the answer changes after two years.
Survivor Benefit Timing Calculator
Helps a widow or widower choose which Social Security benefit to take first, and when to switch.
QCD or Cash Gift?
Compares giving to charity by writing a check with giving straight from an IRA, and shows which saves more.
Charitable Bunching Calculator
Compares giving to charity a little every year with giving several years' worth at once, to see which saves more tax.
Widow's Penalty Calculator
Shows how much more federal tax a surviving spouse pays on the same household income after the joint return ends.
Gift Tax Return Checker
Tells you whether a gift needs a gift tax return, and how much of it counts against your lifetime exclusion.
Step-Up in Basis Calculator
Shows the new tax cost of an asset after a death, and how much profit is never taxed because of it.
Inherited IRA Rules
Tells you which withdrawal rule applies to a retirement account you inherited, and by what year it must be empty.
Trust Income Tax Brackets
Shows how much federal income tax a trust pays on income it keeps, and how that compares with a person paying tax on the same money.
Distribute or Retain? Trust Income Calculator
Compares the tax if a trust keeps this year's income with the tax if it pays the income out to the beneficiary.
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One snippet, every tool above, each opening in a small window over your page. Copy it and paste it where your site takes HTML.
What it looks like on your page
Your reader stays on your site. Each link opens the calculator in a small window with its sources and one line saying who built it. No site around it, no pitch. Try one below.
- Illinois Estate Tax Calculator Estimates the estate tax Illinois and the federal government would charge on what you leave behind.
- Portability Election Calculator Shows what filing an estate tax return at the first spouse's death, to carry over their unused exclusion, is worth to the survivor.
- Inheritance in Trust or Outright: The Tax Drag Shows the yearly tax cost of leaving an inheritance in a trust that keeps its income, compared with leaving it outright to the heir.
- Home Sale Exclusion for a Surviving Spouse Shows how much profit a surviving spouse can sell the house for without tax, and how the answer changes after two years.
- Survivor Benefit Timing Calculator Helps a widow or widower choose which Social Security benefit to take first, and when to switch.
- QCD or Cash Gift? Compares giving to charity by writing a check with giving straight from an IRA, and shows which saves more.
- Charitable Bunching Calculator Compares giving to charity a little every year with giving several years' worth at once, to see which saves more tax.
- Widow's Penalty Calculator Shows how much more federal tax a surviving spouse pays on the same household income after the joint return ends.
- Gift Tax Return Checker Tells you whether a gift needs a gift tax return, and how much of it counts against your lifetime exclusion.
- Step-Up in Basis Calculator Shows the new tax cost of an asset after a death, and how much profit is never taxed because of it.
- Inherited IRA Rules Tells you which withdrawal rule applies to a retirement account you inherited, and by what year it must be empty.
- Trust Income Tax Brackets Shows how much federal income tax a trust pays on income it keeps, and how that compares with a person paying tax on the same money.
- Distribute or Retain? Trust Income Calculator Compares the tax if a trust keeps this year's income with the tax if it pays the income out to the beneficiary.
Calculators from Considerate Capital. Educational estimates from the public rules, not advice; each opens in its own window with the sources and terms.
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Paste it where your site takes HTML. In WordPress, that is a Custom HTML block. Nothing to install, and every link is tagged for your kind of firm.
All 13 tools are included. Change which ones
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<ul class="cc-quiet-tools"> <li><a href="https://consideratecapital.com/embed/illinois-estate-tax-calculator?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Illinois Estate Tax Calculator</a> <span>Estimates the estate tax Illinois and the federal government would charge on what you leave behind.</span></li> <li><a href="https://consideratecapital.com/embed/portability-election-calculator?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Portability Election Calculator</a> <span>Shows what filing an estate tax return at the first spouse's death, to carry over their unused exclusion, is worth to the survivor.</span></li> <li><a href="https://consideratecapital.com/embed/inheritance-in-trust-or-outright?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Inheritance in Trust or Outright: The Tax Drag</a> <span>Shows the yearly tax cost of leaving an inheritance in a trust that keeps its income, compared with leaving it outright to the heir.</span></li> <li><a href="https://consideratecapital.com/embed/home-sale-exclusion-surviving-spouse?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Home Sale Exclusion for a Surviving Spouse</a> <span>Shows how much profit a surviving spouse can sell the house for without tax, and how the answer changes after two years.</span></li> <li><a href="https://consideratecapital.com/embed/survivor-benefit-timing?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Survivor Benefit Timing Calculator</a> <span>Helps a widow or widower choose which Social Security benefit to take first, and when to switch.</span></li> <li><a href="https://consideratecapital.com/embed/qcd-or-cash-gift?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">QCD or Cash Gift?</a> <span>Compares giving to charity by writing a check with giving straight from an IRA, and shows which saves more.</span></li> <li><a href="https://consideratecapital.com/embed/charitable-bunching-calculator?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Charitable Bunching Calculator</a> <span>Compares giving to charity a little every year with giving several years' worth at once, to see which saves more tax.</span></li> <li><a href="https://consideratecapital.com/embed/widows-penalty-calculator?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Widow's Penalty Calculator</a> <span>Shows how much more federal tax a surviving spouse pays on the same household income after the joint return ends.</span></li> <li><a href="https://consideratecapital.com/embed/gift-tax-return-checker?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-880)/2)+',width=780,height=880');return false;">Gift Tax Return Checker</a> <span>Tells you whether a gift needs a gift tax return, and how much of it counts against your lifetime exclusion.</span></li> <li><a href="https://consideratecapital.com/embed/step-up-in-basis-calculator?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Step-Up in Basis Calculator</a> <span>Shows the new tax cost of an asset after a death, and how much profit is never taxed because of it.</span></li> <li><a href="https://consideratecapital.com/embed/inherited-ira-rules?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-880)/2)+',width=780,height=880');return false;">Inherited IRA Rules</a> <span>Tells you which withdrawal rule applies to a retirement account you inherited, and by what year it must be empty.</span></li> <li><a href="https://consideratecapital.com/embed/trust-income-tax-brackets?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-740)/2)+',width=780,height=740');return false;">Trust Income Tax Brackets</a> <span>Shows how much federal income tax a trust pays on income it keeps, and how that compares with a person paying tax on the same money.</span></li> <li><a href="https://consideratecapital.com/embed/trust-distribute-or-retain?via=estate-attorney" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Distribute or Retain? Trust Income Calculator</a> <span>Compares the tax if a trust keeps this year's income with the tax if it pays the income out to the beneficiary.</span></li> </ul> <p class="cc-quiet-tools-note">Calculators from <a href="https://consideratecapital.com/tools?via=estate-attorney">Considerate Capital</a>. Educational estimates from the public rules, not advice; each opens in its own window with the sources and terms.</p>
Why firms put these on their sites
- It ends with you
- Every tool closes by telling the reader to talk with a professional who knows their whole situation. The reader is on your site, so the next step is your door.
- Something to do, not just read
- A visitor who runs their own numbers stays longer than one who reads, and the number they get is the question they bring to you. Every figure traces to a statute, regulation, or agency release, and when the law moves, it changes here.
- In plain words
- Every tool opens with a plain-English line on what it does and where it stops, so visitors use it without help and know its limits.
Built by Joshua Mangoubi, CFA, MBA. Joshua is a financial adviser who likes building things that help people think clearly about money. We hope these are useful to you and your clients. The tools are educational estimates from primary sources, not advice. Corrections are welcome through the contact page.
Terms. Cite any page, quote any figure with the year attached, or use the links above with the attribution left as it is. No reciprocal link, ever. All 19 professional shelves.