Case Study
Client/Challenge:
A 70 year old couple wanted to leave the residue of their estate to their children and grandchildren. Their estate includes $3 million of 'never spend money' that will be subject to taxation.
Outcome:
The $3M now earns 12.5% compounded pre-tax, guaranteed for life, with no market or interest rate risk. The estate tax liability on the 'never spend money' was eliminated.