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Example

  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.


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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.