Advanced Strategic Planning

Why is planning so important?

In Which Family Would You Like to Be?

Imagine two families, each with a current $8 million estate that grows to $17,600,000 over the next ten years with sound investing. Great investing alone can not fully protect family assets.The family without advanced strategic planning in place will pass $11,255,000 to heirs at their passing, but the family with advanced strategic planning will pass over 35% more, at $15,244,651 (see figure 1).

The reason? Lack of planning exposes the family without planning to $6,345,000 in federal estate taxes, while the family with advanced strategic planning pays only $1,147,734, a reduction of nearly 82% (see figure 2).

Based on an initial $8 million estate...

Figure 1 shows the 35.45% increase in the amount received by heirs/beneficiaries of an estate with Advanced Strategic Planning. Figure 2 shows the 81.92% reduction in the amount of taxes paid on an estate with Advanced Strategic Planning.

This is a hypothetical example for illustrative purposes only. This does not represent any specific client experience.For a complete explanation of how your family can benefit from this information, visit with our Advanced Strategic Planning team.