Business Solutions

Business Needs Assessment (digital approach tool) Business Owner Retirement Business Valuation/Buy-Sell Review Family Business Planning Industry Marketing - Agriculture Industry Marketing – Healthcare Prioritizing Business Needs Strategic Alliances

Business Protection

ESOP Repurchase Key Person

Business Succession

Buy-Sell Strategies Transfer Strategies

Income Protection

Key Employee Retention & Retirement

Bonus Bonus - LLC Member Bonus - S Owner Bonus (Tax Exempt) Death Benefit Only Death Benefit Only (Tax Exempt) Deferred Comp - 457(b) and 457(f) Deferred Comp - Defined Benefit Deferred Comp - Defined Contribution Deferred Comp - Incentive Bonus Deferred Comp - Select Reward Deferred Comp - Select Reward (Tax Exempt) Deferred Comp - SERP Endorsement Split Dollar Loan Split Dollar

Legacy & Estate Planning

Charitable Giving Gifting Strategies Inheritance Equalization Private Split Dollar Special Needs Trust Solutions Estate Tax Reports

Estate Tax Reports

It’s easy to help your clients know where they stand by estimating their estate tax exposure. Estate tax reports help to review possible scenarios and the tax outcomes for better comprehension. They also allow for more informed decision-making as you help them through the legacy and estate planning process.

Consumer Materials

Calculate your clients’ estate tax exposure
Help clients and their financial professionals estimate estate tax liability under various growth rates and longevity scenarios.

Sample single output (PDF) (BB10045A)
Sample married output (PDF) (BB10045B)

For a customized analysis, submit a Request for Proposal (DOC) (DD9031C).

Estate Tax Analysis
Compare hypothetical costs of settling your estate as it is currently arranged, with various gifting and planning strategy alternatives.

Sample Estate Tax Analysis (PDF) (BB10906)

For a customized analysis, submit a Request for Proposal (DOC) (BB6794)

Estate Tax Reports

Consumer Materials

Next Steps