Our Estate Tax Insight allows you to quickly and easily demonstrate the effectiveness of your estate planning advice. Comparing and contrasting the estate tax between the two plans.
You can show the value of your estate planning advice, clearly and powerfully.
Voyant’s Estate Tax Insight makes it easy to compare estate tax outcomes between two plans. In the example below, we have modeled a high-net-worth scenario with and without a Charitable Remainder Annuity Trust (CRAT).
The difference in projected estate taxes? Eye-opening.
It’s a simple, visual way to highlight the real impact of your advice on your clients' legacy and their peace of mind.
In this video below we will walk you through our Estate Tax Insight in more depth.