CASE STUDIES Jason and Andrea Dalton Personal Data Husband: Wife: Children: Jaso

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CASE STUDIES Jason and Andrea Dalton Personal Data Husband: Wife: Children: Jason Dalton, age 51, Senior Executive for XYZ, Inc. Andrea Dalton, age 48, Homemaker Ashley Dalton, age 14 (starting 9th grade) Carl Dalton, age 11 (starting 6th grade) Father deceased, Mother, age 77, in nursing home Mother, age 68, and Father, age 69, in good health Jason's parents: Andrea's parents: Financial Data Primary Residence UTWROS) $850,000 ($325,000) $350,000 ($125,000) Mortgage on Primary Residence Vacation Home (JTWROS) Mortgage on Vacation Home Cash Accounts (JTWROS) Jason's 401(k) Jason's IRA Andrea's IRA Investment Brokerage Account UTWROS). $400,000 $125,000 $17,000 $1,300,000 $72,000 $105,000 $25,000 $13,000 $25,000 $17,000 Single Premium Fixed Deferred Annuity Jason) Cash Value of Life Insurance .. .. Jason's automobile.. Ashley's UTMA account (Jason custodian) Carl's UTMA account Jason custodian) Income/Expense Data Jason's Salary XYZ Dividends.. Other Interest & Investment Income Monthly expenses (excluding mortgage and taxe $350,000 . $52,000 $12,000 $10,000 511

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CASE STUDIES Jason and Andrea Dalton Personal Data Husband: Wife: Children: Jaso

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