Case Study: John & Mary Stevens

This Action Assignment lets you practice what you have learned in this course and, at the same time, lets you experience the process of completing an estate tax calculation.

1. Using the information contained in Estate Planning Data Taker (outlined in this section), complete an estate analysis report. You may find it helpful to review this section and complete a paper copy of the Estate Planning Data Taker (Form 2491) before moving on.
   • Using Ohio National's Estate Tax Calculator, use the information contained in the Data Taker to run an estate analysis report from your computer.
     • The Estate Tax Calculator program is part of the Ohio National illustration system, available to all advisers free of cost. It is located under the "Tools" tab of the illustration system.
     • The Estate Tax Calculation system uses a single-screen input process.

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