Newman Family Case Study
Mr. & Mrs. James Newman, Net Worth: $50 Million
As a result of developing and implementing their newly created Master Stewardship Life Plan,
the Newmans’ increased their net, after-tax INCOME from $34 million to $36 million.
The increase in the INHERITANCE the Newman’s heirs will receive as a result of their new plan
went from $15 million to $19 million.
And finally, with their old plan, the Newmans’ secular SOCIAL CAPITAL (amount the Newman family pays the IRS in taxes) was 19 million, and their KINGDOM CAPITAL (amount the Newman family and their heirs will give to ministries) was $10 million. After implementing their new plan, they were able to convert all of their social capital to Kingdom capital and were even able to increase that, giving them a grand total of $58 million to be put forth fo Kingdom purposes.
These case studies are presented as examples of estate planning strategies. Actual estate plans will vary based upon each individual situation. All plans are done in cooperation with a client’s tax attorney and accountant. All tax information is presented after thorough study of the tax laws relevant to a particular situation and cleared through the accountant and attorney.