Sample Estate Plan:

The following Wealth Plans are samples of what we produce for or clients. Confidential and proprietary information has been removed.

Intro (part 1/29 kb*)
This Introduction demonstrates how a wealth holder financially benefited from our Values-Based Estate Planning Services.

Solutions (part 2/249 kb*)
Our comprehensive Wealth Optimization approach illustrates how we can help you minimize or eliminate estate taxes now and in the future. We streamline and simplify estate distribution, net worth, life insurance, annual gifting, grantor deemed owner trusts, split dollar plans and other important areas of wealth management planning.

Cash Flows (part 3/64kb*)
We project your income tax and cash flows, first and second estate distribution, family benefits, asset values and income projections and provide additional important cash flow estimates. This section is your accountant's point-of-view.

Download the Full Sample Estate Plan *Part I will take <1 minute, Part II ~2 minutes, and Part III <1 minute to download. You will need Adobe Reader® to view these files, to download Adobe Reader®, please click here. Adobe Reader® is owned, copyrighted, and supported by Adobe™, visit Adobe™ at www.adobe.com.


Questions about the benefits of values-based wealth management? Please contact Jack now.