Planning toolTony Jones Financial

Will your estate have enough liquidity?

See whether your estate holds enough cash to cover settlement costs, assumed taxes, and debts — or whether illiquid assets might have to be sold in a hurry. Educational only; set the tax assumptions with your attorney.

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Educational only. Not tax or legal advice. See Disclosures.

Estimated estate value$5,000,000

Share held in liquid assetsyour assumption10.0%

Cash and readily-sellable assets, as a share of the estate.

Estimated settlement/probate costsyour assumption4.0%

As a share of the estate.

Assumed effective estate tax rateyour assumption10.0%

Your assumption. Federal estate tax applies only above a high exemption and varies by year and state — set this with your attorney.

Other debts to settle$100,000

Hypothetical illustration — educational only

Estimated liquidity gap: $300,000

Any illustration or projection shown is hypothetical, is based on assumptions that are not guaranteed, and is intended solely to demonstrate how a concept may work — not to predict or guarantee actual results. Non-guaranteed values are not guaranteed and will vary. Actual results depend on the specific product, carrier, assumptions, and your circumstances. This is not an offer, a quote, or a recommendation to purchase any product.

This calculator is provided for educational and illustrative purposes only. It uses simplified assumptions, does not reflect any specific product, carrier, or your complete financial situation, and its output is not advice, a quote, an application, or a guarantee. Consult a licensed professional before making any decision.

This material is for general educational purposes only and does not constitute tax, legal, or accounting advice. Neither Tony Jones nor AnteAmbulo LD provides tax or legal advice. Please consult your own independent tax, legal, and financial professionals regarding your specific situation before making any decision.

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Educational only. Not tax or legal advice. See Disclosures.