Optimizing assets, minimizing future uncertainties.
Eleanor, with her newly inherited $1.8 million Traditional IRA and $450,000 in taxable accounts, faced uncertainty about future estate taxes and administrative costs. Accurately projecting these expenses was crucial for developing a sustainable withdrawal strategy and estate plan, ensuring her assets would be distributed according to her wishes without unnecessary depletion.
We utilized the High-Low Method Calculator to analyze historical estate administration data (high and low cost scenarios over the past 10 years). Inputting the highest cost of $120,000 and the lowest cost of $45,000 alongside relevant activity drivers (e.g., asset complexity, number of beneficiaries), the calculator helped us estimate variable and fixed components of future estate costs. This refined estimate allowed us to develop a more precise income plan, factoring in a projected estate cost of $85,000.
The High-Low Method Calculator was used in conjunction with estate planning software to model various asset allocation scenarios. Results were presented in a clear, understandable format for Eleanor's review and approval.
$25,000 reduction in potential estate shrinkage through proactive tax planning.
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Advisor adds $1.2M AUM using AI, increasing qualified leads by 25% and freeing 10+ hours weekly.
