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E
S T A T E A N A L Y S I S
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A S S E
T D I S T R I B U T I O N
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Mathew
& Tammy McCarthey
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Sample
Plan
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Date:
Dec 31, 2009
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Mathew Predeceasing
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Tammy Predeceasing
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Under
Simple Will
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Tammy
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Mathew
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Mathew's
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Tammy's
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Tammy's
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Mathew's
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Estate
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Estate
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Estate
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Estate
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Liquid Assets
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761,819
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1,262,087
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500,268
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1,262,087
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Non-liquid Assets
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690,257
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1,380,514
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690,257
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1,380,514
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Total Assets
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1,452,076
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2,642,601
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1,190,525
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2,642,601
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Passing to Spouse
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1,452,076
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0
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1,190,525
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0
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Passing to Trust/Heirs
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0
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2,210,009
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0
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2,210,009
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Estate Shrinkage
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0
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432,592
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0
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432,592
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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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