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I have been looking at a similar situation and have some of your same problems. To wit (and what is a wit?) many variables such as tax rates at different income levels, different rates of return, estate tax,versus gifting, versus insurance trusts etc. Pretty much has my head spinning. This and similar forums have some great info but how to put it all together. What I need is CFP or some such ilk that can put all this into a spread sheet and play with the numbers. I don't have the tax knowledge or the spread sheet magic to make it work. So my solution is to hire someone to do this. The cost in my oppinion will far outweigh a major goof on my part. Good luck.
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