A small library of free, self-help tools that illustrate how common estate, tax, and trust-planning concepts work. They’re here to help you learn what to look for and what to ask a qualified professional — not to give advice.
The Legacy Leak Calculator. Project your future estate, see the estate-tax leak (federal + optional state), and compare “do nothing” against funding an ILIT that places tax-free liquidity outside the estate. Illustrative — not advice.
Open the Calculator →Answer a few questions (or add your own documents) and see a color-coded, plain-English summary of the kinds of gaps a careful read tends to surface — successor-trustee issues, stale formulas, funding gaps, and more.
Open the Health Check →A two-minute intake that gives you a plain-English read on your own situation — savings, liquidity, control, and the trade-offs that tend to matter — so you understand the landscape before you sit down with a professional.
Open the Snapshot →Illustrates the federal-tax delta between a single §1202 exclusion and a properly-structured non-grantor-trust “stack.” Shows magnitudes for educational understanding — not a personalized calculation or recommendation.
Open the Calculator →A structured, plain-English issue-spotter that places a multi-trust §1202 situation into a five-lane read (from window-closed to clear) and explains the legal-uncertainty around it — so you know what to bring to qualified tax counsel.
Open the Review →An interactive map that illustrates the quantified upside and downside of a §1202 stacking structure side by side — a way to see the trade-offs at a glance, for educational purposes only.
Open the Edge Map →Walks through the factors that shape how aggressive or conservative a planning posture is, and illustrates where a situation may land — to help you understand the questions, not to recommend a structure.
Open the Profile →A long-form, plain-English explainer of how §1202 multi-trust stacking works, the doctrinal gates around it, and the residual risk no honest analysis pretends away. Educational background reading for the calculators above.
Read the Whitepaper →Socrates Crayon is a free educational resource published by KMD Squared LLC for general informational purposes only. It is not a law firm, registered investment adviser, broker-dealer, or accounting firm, and is not affiliated with, sponsored by, or connected to any securities firm or its business. The calculators here are illustrative educational tools. Their outputs are illustrative magnitudes — not legal, tax, accounting, financial, or investment advice, and not personalized recommendations for any specific person or situation. The rules involved are complex and fact-specific. Please consult your own qualified professional before acting. See our Terms & Disclaimer and About page.