# What do these calculators do?

These calculators were designed to help you determine how you might be able to pass down your wealth and provide intergenerational equity—which we define as the ability to pass enough capital to your children for them to enjoy the same standard of living as your family currently enjoys. If you do not work, will they need to?

To understand how best to use these calculators, the meaning behind the numbers and your Intergenerational Equity choices, we suggest you read Kids, Wealth and Consequences.

NOTE/Disclaimer: These calculators work based upon your assumptions and predicts your portfolio value in the future based on an average value of your assumptions. The actual value of your portfolio may be very different. Do not rely on this calculator as an accurate prediction of the future. Consultant your attorney, accountant and investment advisor to guide you on how to use this calculator and its results for any investment, spending, or other decisions.

# Contact Us

# Chicago Office

Richard Morris

847-650-3096

# Boston Office

Jayne Pearl

413-256-1310