What Veros Offers

Illustrative, not legal or tax advice. Figures assume 30 years of growth at 10% a year. Probate uses California Probate Code §10810 plus typical court costs; other states differ, some far cheaper. The lifetime tax figure is the gap between a portfolio taxed annually at 10%, roughly the California/New York rate, and one at 0%, South Dakota’s trust rate; it assumes an irrevocable South Dakota structure (SLAT, ILIT or GRAT) with the full return taxed every year. The estate tax figure is federal only: it holds the $15M per-person exemption flat instead of indexing it (which overstates the saving) and excludes state estate and inheritance taxes, several of which start below the federal exemption. A revocable trust alone avoids probate; it does not reduce your income tax or taxable estate.

Illustrative, not legal or tax advice. Figures are measured on the estate after 30 years at 10% a year, using California probate and a 10% home-state tax rate against South Dakota’s 0%. The tax figures assume irrevocable South Dakota structures, and the estate tax figure is federal only, before any state estate or inheritance tax. A revocable trust on its own avoids probate; it does not change your income tax or your taxable estate.