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Discounted Dollar Plan for Single Persons for
Various Estate Sizes & Age (Male)
*Based on Current Estate Tax Exclusion (2007-2008)
** Assuming Best Risk Category.
Size of Estate*
Approximate Federal & State Tax Liability
Discounted Dollar Plan (Minimum Continuous Annual Premium**)
$2,000,000
$3,000,000
$460,000
5,158
8,573
15,413
36,675
$4,000,000
$920,000
10,195
17,025
30,706
73,232
$5,000,000
$1,380,000
15,232
25,477
46,000
109,789
$8,000,000
$2,760,000
32,330
54,876
98,873
214,692
$10,000,000
$3,680,000
44,021
74,750
134,717
292,574
