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The following is an example of how estate planning with Kloster Capital
Management, LLC can help your wealth grow while minimizing your tax
burden. Please feel free to contact us at 1-888-556-7837, or email
us at jvkloster@klosterllc.com
if you have any questions particular to your situation.
This example makes a few standard assumptions listed below:
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7% growth for
the donor,
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8% growth for
Adult Children,
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9% growth for
Minor Grandchildren,
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$675,000
credit to Adult Children, and...
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annual gifting
of $10,000 to 3 members of Adult Children and 7 members of Minor
Grandchildren.
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HERE TO VIEW THE A PRESENTATION OF THIS DATA
 
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