Estate Flowchart Assets Distribution

E S T A T E D I S T R I B U T I O N F L O W C H A R T (Matthew Predeceasing Tammy on Dec 31, 2011)

The McCartheys
				-At Matthew's Death-

Present Will Matthew
				Gross Assets -M
Sample Plan					$1,535,585	100.0%




				Estate Tax	0
				Shrinkage	$0	.0%

				Remaining Assets
					$1,535,585	100.0%


	Left to Tammy					Left to
			$1,535,585			Trust and Heirs
							$0
	-When Tammy Dies-

	Own Assets - T
			$1,279,259

	Gross Assets
			$2,814,844

	Debt		$441,462

	Estate Tax		0
	Shrinkage		$441,462	15.7%
						Available To
						Trust & Heirs
							$2,373,382
	Remaining Assets			84.3%		84.3%
		$2,373,382
						Total Shrinkage
						15.6% From M + T

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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