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Discounted Dollar Plan for Single Persons Example
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Discounted Dollar Plan for Single Persons for
Various Estate Sizes & Age (Male) *Based on Current Estate Tax Exclusion (2007-2008)
** Assuming Best Risk Category. Size of Estate* Approximate Federal & State Tax Liability Discounted Dollar Plan (Minimum Continuous Annual Premium**) 55 65 75 85 $2,000,000 $3,000,000 $460,000 5,158 8,573 15,413 36,675 $4,000,000 $920,000 10,195 17,025 30,706 73,232 $5,000,000 $1,380,000 15,232 25,477 46,000 109,789 $8,000,000 $2,760,000 32,330 54,876 98,873 214,692 $10,000,000 $3,680,000 44,021 74,750 134,717 292,574
Various Estate Sizes & Age (Male) *Based on Current Estate Tax Exclusion (2007-2008)
** Assuming Best Risk Category. Size of Estate* Approximate Federal & State Tax Liability Discounted Dollar Plan (Minimum Continuous Annual Premium**) 55 65 75 85 $2,000,000 $3,000,000 $460,000 5,158 8,573 15,413 36,675 $4,000,000 $920,000 10,195 17,025 30,706 73,232 $5,000,000 $1,380,000 15,232 25,477 46,000 109,789 $8,000,000 $2,760,000 32,330 54,876 98,873 214,692 $10,000,000 $3,680,000 44,021 74,750 134,717 292,574