Sample Design Books

Matthew & Verbena Chime

• 74 & 73 years old
• Married 53 years
• 3 Adult Children
• $48 mil NW, no life insurance
• Considering next stages for their campground family business (keep and grow or sell)
• Primary goals: business structure, reduce taxes, cash flows for business

Finn & Kristi Baldwin

• 70 & 67 years old
• Married 47 years
• 3 Adult children, 1 grandson
• $51+mil NW, no life insurance
• Selling their $30+mil Electrical/ Construction S-corp
• Primary goals: reduce cap gains tax, cash flow for retirement, transfer wealth to children, improve asset protection

Daniel Powers & Chelsea Cross

• 65 & 54 years old
• Married 5 years
• Each has 3 adult children for a total of 6 children
• $84+ mil NW, $1.5mil insurance DB
• $66+ mil in medical management business
• Primary goals: sell business and reduces taxes on the sale, equalize trusts, preserve wealth.

Nicholas Davenport

• 79 yrs old
• Single – Divorced
• One Daughter, 45 yrs old
• $82+million NW
• Retired CA Highway Patrol Office – All Investments / no life ins.
• Primary goals: update core docs, minimize estate tax, gifting to daughter and charity, asset protection

Leila Miller

• 85 yrs old
• Single – Widow
• Daughter, 61 yrs old, 1 deceased daughter; 4 grandchildren
• $310+mil NW, no life ins.
• Mostly investments, some real estate, stopped their chrome manufacturing business when patriarch passed.
• Primary goals: update estate plan and core docs, asset protection