Estate Plan

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Estate Plan by Mind Map: Estate Plan

1. ILIT - $5M - To Kids

2. Taxable Investments - To Kids

2.1. Mark's Trust

2.2. Kristen's Trust

2.3. Mark's Schwab TOD

2.4. Section Capital III

2.5. Section Capital IV

2.6. Section Partners

2.7. Pedersen Worldwide

2.8. Bitcoin/Ethereum

2.9. EP Stock

2.9.1. CRUT

3. Real Estate Holdings -

3.1. Heber Lot

3.2. Virginia Farmhouse

3.3. Millpointe 250

3.4. Millpointe 100

3.5. Millpointe 110

4. Donor Advised Fund

5. MMM Properties LLC -

5.1. Sun Valley Condo

5.2. Pedersen Worldwide

5.3. Section Capital III

5.4. Storequest - Denver

6. Primary Residence

7. IRA's - CRUT