Business Owners Case Studies
Case 1
| Male, 26 years old | Small Business Owner |
| $600,000 commitment | Wealth Transfer Tax Free: $14,604,043 |
Case 2
| Male, 26 years old | Small Business Owner |
| $600,000 commitment | Wealth Transfer Tax Free: $14,604,043 |
Case 3
| Male, 26 years old | Small Business Owner |
| $600,000 commitment | Wealth Transfer Tax Free: $14,604,043 |
Case 1
| Male, 26 years old | Small Business Owner |
| $600,000 commitment | Wealth Transfer Tax Free: $14,604,043 |
Case 2
| Husband/Wife, 40 years old | Entrepreneur |
| $1,392,265 commitment | Wealth Transfer Tax Free: $24,052,725 |
Case 3
| Male, 26 years old | Small Business Owner |
| $600,000 commitment | Wealth Transfer Tax Free: $14,604,043 |
Case 1
| Male, 26 years old | Small Business Owner |
| $600,000 commitment | Wealth Transfer Tax Free: $14,604,043 |
Case 2
| Male, 26 years old | Small Business Owner |
| $600,000 commitment | Wealth Transfer Tax Free: $14,604,043 |
Case 3
| Male, 26 years old | Small Business Owner |
| $600,000 commitment | Wealth Transfer Tax Free: $14,604,043 |