Current Year:   State
Client Name:  Spouse Name:
Client Age:  Spouse Age:
Client Sex:   Spouse Sex:
Client Status:  Spouse Status:
Estate Tax Rate:  Current Estate:
Estate Growth Rate%: Years to Project:
Is the client married: Use a Credit Shelter Trust
Life Expectancy (Calculated) VBT 2015: Client 22 Spouse 31 33 <-JointLE
Projection Year:
Projected Estate:
(Beginning of Year Value)
Gross Estate Taxes:
Less Applicable Credit:
Estate Taxes Due:
Net To Heirs Summary
Gross Estate in
Less Estate Taxes Due:
Net to Heirs: