 |
| |
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 |
|
|
|
|
|
18. Value Proposition
Letter Example
The VPL helps the client evaluate the costs and benefits of preparing either a simple tactical plan or a comprehensive plan. In addition to quantifying the benefits of planning before you engage us to plan your case, we also document your costs. In this way, you can understand our value proposition before you engage us.
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