7. Estate Business Interest Real Estate Cash Publicly Traded Stock Vehicles Business Inventory Small Non Cash--Collectibles Gift Funnel High Volume Low Volume/ High $
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14. Case: Sale of Real Estate Current Plan – Mr. and Mrs. Duwell Proceeds $1,000,000 $210,000 Income Taxes Real Estate Sale Investments $790,000 Family Charity
15. Case : Sale of Real Estate Proposed Plan – Mr. and Mrs. Duwell Benefits: Proceeds $1,000,000 $0 Income Taxes Real Estate Transfer Investments $1,000,000 Family Charity Charitable Trust & Charitable Fund Sale No Taxes Control More Income