Applications Efficiency Score

Applications Efficiency Score

Results of your Current Planning Efforts Your Legacy is a combination of the Inheritance, Estate Taxes, Charity, Philanthropy and Societal Impact-when combined determine your Legacy. The Legacy Analysis System quantifies the interrelationship of all these components which allows for the confidence and conviction to establish TODAY what many Wealthy clients believe to only be available in the future or at death. Scoring Legend- <75-Poor, 76-99-Fair, 100-125-Good, 126+ Excellent Your Current Asset Transfer Efficiency Score is 53 This indicates that 53% of your estate will remain in the form of Inheritance, Charity, Legacy and your Societal footprint. Any score under 100 indicates loss to taxes and exponential reduction of Charitable Impact Legacy Phase - Asset Transfer Efficiency Score of 165 - Results indicate six available planning strategies that more efficiently transfer wealth to accomplish the same to heirs as under your current planning and converting future tax liability to charity. 97% of your assets will remain in the private and public (Non-Governmental) sectors while your heirs are provided for in same amount under current planning-both legal and financial. Estate tax exposure has been reduced by 88% compared to your current planning result.