Real Life Examples
Molly - Age 72
Homestead Value Annual Property Taxes Life Insurance |
$165,00 $3,500 $100,000 |
10 Years Later
Life Insurance (Option C) Paid Off Deferred Taxes Net To Family |
$135,000 -$50,400 $84,600 |
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Pete - Age 71 Karen - Age 68
Homestead Value Annual Property Taxes 2nd To Die Life Insurance |
$125,00 $2,600 $138,000 |
10 Years Later
Without TaxBack Homestead: $125,000 Net To Family: $125,000 or |
With TaxBack Homestead: $125,000 Plus Life Insurance $164,000 Less Deferred Taxes: -$37,400 Net To Family: $251,600 |
