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Seven Levers Cheat Sheets (7 one-pagers)

One page per lever: the strategy, the math, the savings range. Print-ready.

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How to Avoid Probate in Alabama (2026)

Alabama has no estate or inheritance tax, so the cost of dying is probate itself: months of court and tens of thousands of dollars in fees on a $1 million estate. Five legal tools keep your family out of it.

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How to Avoid Probate in California (2026)

California collects no estate or inheritance tax, but its statute sets probate fees: $46,000 for the executor and attorney on a $1 million estate. Six tools keep a family out of probate court.

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How to Avoid Probate in Florida (2026)

Florida has no estate or inheritance tax, but its statutes presume $60,000 in probate fees on a $1 million probate estate. Homestead rules limit who can inherit the house. Five tools skip probate.

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How to Avoid Probate in Hawaii (2026)

Hawaii taxes estates above $5,490,000 while the federal exemption is $15,000,000. Six tools keep your family out of Hawaii probate, and one filing saves a spouse's exclusion.

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How to Avoid Probate in Kentucky (2026)

Kentucky has no estate tax, but its inheritance tax runs up to 16% for heirs outside close family, even without probate. The tools that skip probate, and what avoids the tax.

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How to Avoid Probate in Maryland (2026)

Maryland is the only state with both an estate and inheritance tax. The legal tools that keep your family out of probate court, plus the main move that beats the 10% tax.

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How to Avoid Probate in New Jersey (2026)

New Jersey has no estate tax, but its inheritance tax process can freeze accounts and real estate even for your children. Five tools that skip probate, and what they can't fix.

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How to Avoid Probate in New York (2026)

New York taxes estates above $7,350,000, and an estate 5 percent over that loses the whole exclusion. Five tools skip Surrogate's Court, and a sixth settles small estates.

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How to Avoid Probate in Ohio (2026)

Ohio has no estate or inheritance tax. The cost of dying in Ohio is probate itself: 6 to 12 months and tens of thousands of dollars in fees on a $1 million estate. Six legal tools keep your family out of it.

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How to Avoid Probate in Pennsylvania (2026)

Pennsylvania taxes inheritances from the first dollar: 4.5% for most children, 12% for siblings, 15% for most others, trust or no trust. What skips probate, and what's still taxed.

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How to Avoid Probate in Texas (2026)

Texas has no estate or inheritance tax, and its constitution now bars one. Six tools skip probate there, including a transfer on death deed.

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How to Avoid Probate in Washington (2026)

Washington taxes estates above $3,000,000 with no portability, and life insurance you own counts. Probate is cheap. Five tools skip or shrink it, and three tax facts decide the rest.

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The Taylored Tax Podcast (48 episodes)

Tax strategy in plain English. All 7 levers covered.

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The Tax Architect Newsletter

Tax strategies for $2M+ earners. Free.

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Premium Reports

When we charge, it's worth it.

Deep strategy and real tax math, with the code section behind every move.

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The Millionaire Tax Playbook (Version 2)

The Seven Levers™, with real tax math and the code section behind every move.

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Play By Different Rules

The definitive book on tax strategy for high earners. By Terrence Okeke Taylor, EA and Al Darnell, Jr (BiG Al), EA, MBA

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Taylored WealthCare (Full Service)

Tax-advantaged wealth architecture for $5M-$50M net worth individuals. Annual engagement.

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The Taylored Tax Resource Library