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Intuitive Estate Planner, CD-ROM ed.

Intuitive Estate Planner, CD-ROM ed.

By Donald H. Kelley, Konrad Schmidt, III
CD-ROM
Product Details »
Brand:
Clark Boardman Callaghan
Components:
1 CD-ROM

Description

This software application allows you to easily perform estate planning calculations and prepare presentations for clients. It analyzes estate plan development options and saves time in collecting and organizing client information. The Intuitive Estate Planner allows you to handle estate calculations in three easy steps: enter client data; make planning choices; and view calculations and generate planning reports and client handouts.

The program includes many features, such as the ability to identify the present ownership and estate tax situation, both for the first and second estates - and much more.

One CD-ROM, replaced annually, with interim Web releases.

Features

  • Calculate the effect of possible changes in the federal estate tax
  • Compose a slide show of planning and property concepts for a client or group
  • Graphically display the effect of the federal and state estate taxes on inheritance
  • Plan and demonstrate solutions to tax attrition of the client's estate
  • Show flow of property through the estates, including numerical results of the plan
  • View and/or print the results of all calculations in flowchart, comparative bar graph, or table format

System Requirements
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