 |
| |
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 you evaluate the costs and benefits of preparing either a simple tactical plan or a comprehensive plan. In addition to quantifying the benefits of planning, we also quote the engagement fee. In this way, we hope you will see a cost benefit relationship, which makes the decision to engage us an easy one.
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