E S T A T E    A N A L Y S I S

 

 

A S S E T   D I S T R I B U T I O N

 

 

 

 

 

 

Mathew & Tammy McCarthey

 

 

 

Sample Plan

 

 

 

 

 

 

 

 

 

Date: Dec 31, 2007 2007

Mathew Predeceasing

Tammy Predeceasing

Under Simple Will

Tammy

Mathew

 

Mathew's

Tammy's

Tammy's

Mathew's

 

Estate

Estate

Estate

Estate

 

 

 

 

 

 

 

 

 

 

    Liquid Assets

767,010

1,021,898

499,782

1,266,792

    Non-liquid Assets

671,100

1,342,200

671,100

1,342,200

     Total Assets

1,438,110

2,364,098

1,170,882

2,608,992

 

 

 

 

 

     Passing to Spouse

1,193,216

0

1,170,882

0

 

 

 

 

 

     Passing to Trust/Heirs

0

2,079,346

0

2,079,346

 

 

 

 

 

     Estate Shrinkage

244,894

284,752

0

529,646
                                 

This Estate Analysis Report reviews how and to who assets will be distributed upon death. Express provides 3 types of will illustrations, a Simple All padding will, a UTC Credit shelter will (A/B will), and an Optimum Will. The advisor can choose what ever year in the future to illustrate the estate tax liability, and can choose to “Sunset” the estate tax or keep it in place. If the advisor chooses a UTC shelter will, Express will fund an A/B will at the death of the first spouse up to the UTC for the given year chosen, based on available liquid assets owned by the spouse who dies first.

 

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