by Alterra Advisors | Jun 26, 2024 | Strategic Partners
Case Study: Funding Estate Tax with Discounted Dollars The Client: Background Mrs. Savvy, age 70, is a successful entrepreneur, beginning to “wind down” and in good health. Current gross estate of $25,000,000, consisting of $20,000,000 in a closely held business,...
by Alterra Advisors | Jun 26, 2024 | Strategic Partners
Case Study: Illustrating the Potential Benefit of Making Annual Gifts to Fund ILIT Policy Premiums The Client Female, age 70, with a $35,000,000 estate expected to appreciate at 2% net of spending needs. Has not used any of her $13,610,000 lifetime gift tax exclusion...
by Alterra Advisors | Apr 12, 2024 | Strategic Partners
Case Study: Taking Distributions to Fund Trust-Owned Life Insurance and Mitigate Income and Estate Tax at Death The Client Mrs. Ira, age 70 with a $8 million net worth, modest lifestyle, and more conservative risk tolerance. $2 million IRA account balance not needed...
