JH Solutions QuickEstate Presentation - Concept Navigator

Quick Estate Tax Presentation
Comparison of Alternatives based on Current Tax Law
Prepared for Sam Valente & Vivian Valente Presented by Sample Agent
(1)
(2)
(3)
(4) (5) (5)
(6)
End of Year
Proposed
Yr.
Attained
Age
Estate Balance
(5.0%)
Estate Taxes
Current Plan Plan Net
Net to to Heirs Heirs
New ILIT
Proceeds
Plan Net to
Heirs
Difference due to
to ILIT
(1-2)
(3+4)
(5-3)
1 60/58 7,875,000 0 7,875,000 5,000,000 12,875,000 5,000,000
2 61/59 8,268,750 3,842,813 4,425,938 5,000,000 9,425,938 5,000,000
3 62/60 8,682,188 4,070,203 4,611,984 5,000,000 9,611,984 5,000,000
4 63/61 9,116,297 4,308,963 4,807,334 5,000,000 9,807,334 5,000,000
5 64/62 9,572,112 4,559,661 5,012,450 5,000,000 10,012,450 5,000,000
6 65/63 10,050,717 4,825,430 5,225,287 5,000,000 10,225,287 5,000,000
7 66/64 10,553,253 5,126,952 5,426,301 5,000,000 10,426,301 5,000,000
8 67/65 11,080,916 5,443,549 5,637,366 5,000,000 10,637,366 5,000,000
9 68/66 11,634,962 5,775,977 5,858,985 5,000,000 10,858,985 5,000,000
10 69/67 12,216,710 6,125,026 6,091,684 5,000,000 11,091,684 5,000,000
11 70/68 12,827,545 6,491,527 6,336,018 5,000,000 11,336,018 5,000,000
12 71/69 13,468,922 6,876,353 6,592,569 5,000,000 11,592,569 5,000,000
13 72/70 14,142,369 7,280,421 6,861,947 5,000,000 11,861,947 5,000,000
14 73/71 14,849,487 7,704,692 7,144,795 5,000,000 12,144,795 5,000,000
15 74/72 15,591,961 8,150,177 7,441,785 5,000,000 12,441,785 5,000,000
16 75/73 16,371,559 8,617,936 7,753,624 5,000,000 12,753,624 5,000,000
17 76/74 17,190,137 9,108,776 8,081,362 5,000,000 13,081,362 5,000,000
18 77/75 18,049,644 9,581,504 8,468,140 5,000,000 13,468,140 5,000,000
19 78/76 18,952,126 10,077,870 8,874,257 5,000,000 13,874,257 5,000,000
20 79/77 19,899,733 10,599,053 9,300,680 5,000,000 14,300,680 5,000,000
21 80/78 20,894,719 11,146,296 9,748,424 5,000,000 14,748,424 5,000,000
22 81/79 21,939,455 11,720,900 10,218,555 5,000,000 15,218,555 5,000,000
23 82/80 23,036,428 12,324,235 10,712,193 5,000,000 15,712,193 5,000,000
24 83/81 24,188,250 12,957,737 11,230,512 5,000,000 16,230,512 5,000,000
25 84/82 25,397,662 13,622,914 11,774,748 5,000,000 16,774,748 5,000,000
26 85/83 26,667,545 14,321,350 12,346,195 5,000,000 17,346,195 5,000,000
27 86/84 28,000,922 15,054,707 12,946,215 5,000,000 17,946,215 5,000,000
28 87/85 29,400,969 15,824,733 13,576,236 5,000,000 18,576,236 5,000,000
29 88/86 30,871,017 16,633,259 14,237,758 5,000,000 19,237,758 5,000,000
30 89/87 32,414,568 17,482,212 14,932,356 5,000,000 19,932,356 5,000,000
This is a supplemental illustration authorized for distribution only when preceded or accompanied by a basic illustration from the issuer. Benefits and values may not be guaranteed; the assumptions on
which they are based are subject to change by the insurer. Actual results may be more or less favorable. Refer to the basic illustration for guaranteed elements and other important informatio
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