What is the net worth for:

1. Barack and Katie

2. Benjamin and Karen

3. Carmen and John

Qualified Retirement Plan Balance US Equties US Bonds PR Bonds PR Equities PR Real Estate US (NY) Real Eatate Family business 25000000 Notes Total Assets PR Assets US Assets Bernard 25,000,000 12,500,000 6,250,000 43,750,000 43,750,000 Barack The family business is managed by Benjamin and the family wants 25% it to provide income for future generations Goal is to minimizae estate taxes and leave as much as possible 25% to Katie Goal is to minimizae estate taxes and leave as much as possible to Barak 120,000 500,000 6,250,000 150,000 7,020,000 500,000 6,520,000 Katie 250,000 Barack & Katie 250,000 10,000,000 3,250,000 250,000 6,750,000 1,500,000 4,500,000 1,250,000 1,750,000 250,000 750,000 Benjamin 2,400,000 1,250,000 1,750,000 2,250,000 350,000 275,000 6,250,000 475,000 15,000,000 4,350,000 10,650,000 Goal is to leave assets to children but to not ruin their (financial) 25% lives Goal is to leave assets to children but to not ruin their (financial) lives Karen 125,000 50,000 250,000 125,000 275,000 825,000 250,000 575,000 6,250,000 Benjamin & Karen Carmen John Carmen & John 25% Charitable desires as John has enough. Charitable desires as Carmen has enough. 1,350,000 1,350,000 7,600,000 1,350,000 7,600,000 1,350,000 2,500,000 3,500,000 1,750,000 Qualified Retirement Plan Balance US Equties US Bonds PR Bonds PR Equities PR Real Estate US (NY) Real Eatate Family business 25000000 Notes Total Assets PR Assets US Assets Bernard 25,000,000 12,500,000 6,250,000 43,750,000 43,750,000 Barack The family business is managed by Benjamin and the family wants 25% it to provide income for future generations Goal is to minimizae estate taxes and leave as much as possible 25% to Katie Goal is to minimizae estate taxes and leave as much as possible to Barak 120,000 500,000 6,250,000 150,000 7,020,000 500,000 6,520,000 Katie 250,000 Barack & Katie 250,000 10,000,000 3,250,000 250,000 6,750,000 1,500,000 4,500,000 1,250,000 1,750,000 250,000 750,000 Benjamin 2,400,000 1,250,000 1,750,000 2,250,000 350,000 275,000 6,250,000 475,000 15,000,000 4,350,000 10,650,000 Goal is to leave assets to children but to not ruin their (financial) 25% lives Goal is to leave assets to children but to not ruin their (financial) lives Karen 125,000 50,000 250,000 125,000 275,000 825,000 250,000 575,000 6,250,000 Benjamin & Karen Carmen John Carmen & John 25% Charitable desires as John has enough. Charitable desires as Carmen has enough. 1,350,000 1,350,000 7,600,000 1,350,000 7,600,000 1,350,000 2,500,000 3,500,000 1,750,000