 |
| |
Current |
Proposed |
| Estate Taxes |
$4,300,000 |
$800,000 |
| Benefit to Heirs |
$9,100,000 |
$10,500,000 |
| Income Tax Savings |
$0 |
$100,000 |
| Benefit to Charity |
$0 |
$3,400,000 |
|
|
|
|
|
32. Review the Benefits
The VPL helps the client evaluate the costs and benefits of preparing a simple tactical plan, an executive summary plan, or a comprehensive plan. Before we plan the case, we quantify the bottom line benefits of planning. We seek to produce results equal to or better than those shown in the VPL.
|
