Sample Design Books

Kyle and Lyndsey Hayes

• 49 & 50 years old
• Married 18 years
• 3 teenagers
• $37+mil NW
• 10 entities
• Primary goals: minimize estate tax, transfer wealth, protect assets

Dr. Hayden Griffin

• 44 yrs old
• Single
• No children
• $96+ mil NW, no life ins.
• $93 mil business interest
• Primary Goals: asset protection, business structure, reduce taxes

Reynolds & Lewis

• 43 & 41 yrs old
• Married 11 yrs
• 2 children 6 & 8 yrs old
• $45+mil NW
• Business interest, some real estate and death benefit
• Primary goals: reduce cap gains tax, future growth, cash flow for retirement

Leila Miller

• 85 yrs old, widow
• Single
• Daughter, 61 yrs old, 1 deceased daughter; 4 grandchildren
• $310+mil NW, no life ins.
• Mostly investments, some real estate
• Primary goals: update estate plan and core docs, asset protection

Nicholas Davenport (1)

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

Nicholas Davenport (2)

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