Sample Cases
Pete - Age 71 Karen - Age 68
Homestead Value Annual Property Taxes |
$125,00 $2,600 |
| Use that $2,600 as the Premium = | |
| 2nd To Die Life Insurance | $138,000 |
10 Years Later
Without TaxBack Homestead: $125,000 Net To Family: $125,000 or |
With TaxBack Homestead: $125,000 Plus Life Insurance $126,000 Less Deferred Taxes: -$37,400 Net To Family: $213,600 |
Sam - Age 68 Peggy - Age 65
Homestead Value Annual Property Taxes |
$200,000 $4,000 |
| Use that $4,000 as the Premium = | |
| 2nd To Die Life Insurance | $200,000 |
10 Years Later
Without TaxBack Homestead: $200,000 Net To Family: $200,000 or |
With TaxBack Homestead: $200,000 Plus Life Insurance $240,000 Less Deferred Taxes: -$57,600 Net To Family: $382,400 |
