Sample Cases

Projections

See Notes Below

This couple will get an annual statement this year showing the value to be $106,000. What the Catalyst wants them to see is a statement for years 5, 10, 15, and 20 and the net results to their heirs if they keep this asset. If they die next year after income and estate tax, their children will get $104,140.

If the current $100,000 value produces $232,596 net to heirs 20 years from now, that's only a .0432 annual rate of return!

Now let's examine an alternative.

	(c) 2009 CatMark, Inc.