The Redman Case



The Redman Case

Question 1.

Question 1

Total Value

Andy

Checking Acct

110,000

55000

Savings Acct I

100,000

50000

U.S. Savings Bonds

100,000

50000

Credit Union IRA Acct

100,000

100,000

Mututal Fund Account

750,000

750,000

Credit Union Roth IRA Acct

95,000

0

Stock Investment Account

1,250,000

0

Primary Residence

5,000,000

2500000

Vacation Home

940,000

470000

Little Red Corvette

100,000

100,000

Printing Business

1,800,000

1,800,000

Lexus

80,000

0

Retirement Assets - 401 k

1,750,000

1,750,000

Retirement Assets - 403b

1,850,000

0

Personal Property (Jewelry)

75,000

0

Life Insurance (VUL)

3,500,000

3,500,000

Life Insurance (UL)

1,500,000

0

Gross Estate

19,100,000

11125000

Question 2.

Question 2

Total Value

Abigail

Checking Acct

110,000

55000

Savings Acct I

100,000

50000

U.S. Savings Bonds

100,000

50000

Credit Union IRA Acct

100,000

100,000

Mututal Fund Account

750,000

0

Credit Union Roth IRA Acct

95,000

95,000

Stock Investment Account

1,250,000

1,250,000

Primary Residence

5,000,000

2500000

Vacation Home

940,000

470000

Little Red Corvette

100,000

0

Printing Business

1,800,000

0

Lexus

80,000

80,000

Retirement Assets - 401 k

1,750,000

0

Retirement ...