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Discounted Dollar Plan for Married Couples
for Various Estate Sizes & Age
*Based on Current Estate Tax Exclusion (2007-2008)
** Assuming Best Risk Category.
Size of Estate*
Approximate Federal & State Tax Liability
Joint and Survivor Discounted Dollar Plan (Minimum Continuous Annual Premium)
$2,000,000
$4,000,000
$5,000,000
$460,000
3,270
5,326
9,079
21,916
$6,000,000
$920,000
6,292
10,404
17,908
43,583
$8,000,000
$1,380,000
12,337
20,560
35,567
86,918
$10,000,000
$2,760,000
18,382
30,716
53,225
130,253
