Case Studies

Sale for a Private Annuity Case Study

Sale For A Private Annuity

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Sale for a Private Annuity Case Study Estate Plan Concerns Susan owns an asset worth $1,000,000, which is expected to generate high levels of income and appreciation for the foreseeable future, resulting…

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Sale for Self-Cancelling Installment Note Case Study

Sale For Self-Cancelling Installment Note

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Sale of Self-Cancelling Installment Note Case Study Estate Plan Concerns Susan age 76 and in declining health, owns an asset worth $1,000,000. This asset is expected to generate high levels of income…

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Grantor Domestically Owned Trust Case Study

Grantor Domestically Owned Trust

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Grantor Domestically-Owned Trust Case Study Estate Plan Concerns Bill owns an asset worth $1,100,000 that he would like to give to his children. Bill expects that, for the foreseeable future, the asset…

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Premium Financed Life Insurance: Bridge Financing Case Study

Premium Financed Life Insurance

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Premium Financed Life Insurance: Bridge Financing Case Study Estate Plan Concerns While reviewing his estate plan, John and his advisors determine that John needs a large amount of life insurance coverage (several…

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Premium Financed Life Insurance: Bridge Financing Case Study

Premium Financed Life Insurance

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Premium Financed Life Insurance: Bridge Financing Case Study Estate Plan Concerns While reviewing his estate plan, John and his advisors determine that John needs a large amount of life insurance coverage (several…

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Charitable Lead Annuity Trust Case Study

Charitable Lead Annuity Trust

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Charitable Lead Annuity Trust Case Study Estate Plan Concerns Mary would like to make a large gift to her children. The asset that Mary has in mind is presently worth $1,000,000, but…

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Charitable Lead Unitrust Case Study

Charitable Lead Unitrust

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Charitable Lead Uni-trust Case Study Estate Plan Concerns Bob would like to make a large gift to his children, and perhaps include his grandchildren. The asset that Bob has in mind is…

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Charitable Remainder Annuity Trust Case Study

Charitable Remainder Annuity Trust

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Charitable Remainder Annuity Trust Case Study Estate Plan Concerns Bill and Mary (both age 65) presently own 20,000 shares of stock in Widget Industries, Inc. This stock, bought several years ago for…

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Charitable Remainder Unitrust Case Study

Charitable Remainder Unitrust

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Charitable Remainder Uni-Trust Case Study Estate Plan Concerns Bill and Mary (both age 65) presently own 20,000 shares of stock in Widget Industries, Inc. This stock, bought several years ago for $100,000,…

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