Preserve Your Wealth: The Legacy Tax Shield

The Silent Wealth Killer: Taxes

Real estate is the best way to build a legacy for your family. This simulator shows you how to protect your hard-earned wealth from being lost to taxes.

How to use this tool:

• Enter Your History: Input what you originally paid for the property and its current market value.
• Compare Scenarios:
  • Scenario A (Sell Now): See the big tax bill you would pay today.
  • Scenario B (1031 Exchange): See how you can delay taxes by rolling money into a new property.
  • Scenario C (Step-up in Basis): See how your heirs can inherit the property with $0 capital gains tax.
• Plan for the Future: Use these numbers to talk to your family about preserving your estate.

Run Tax Simulation →