Intuitive Estate Planner Software Downloads

Intuitive Estate Planner 15.0 — 15.1 upgrade (1/18/2012)

Intuitive Estate Planner Version 15.1: Intuitive Estate Planner Version 15.1: (1) the Help system is updated for state and federal law changes; (2) in the Utilities the AFR rates are updated, the federal estate tax calculations and federal gift tax calculations are updated in the "FET Calculator" and "FGT Calculator" to conform to the applicable exclusion amount change in 2012, the generation-skipping exemption is changed in the utility "GST Calculations" to conform to the applicable exclusion amount change in 2012, and the Consumer Price Index Table is updated; (3) the applicable exclusion amount for 2012 is updated in all IEP calculations; (4) the Slide Show for 2012 is updated for the applicable exclusion amount; (5) a help topic is included on how to enter spousal access lifetime trusts in IEP; (6) a correction is made for reporting at Tax Analysis for installment sales entered at Assets; and (7) the Connecticut state estate tax for 2011 and beyond is updated, calculation of the Illinois state estate tax is corrected, and adjusted taxable gifts are included in the Minnesota state estate tax base.

To apply this upgrade you must have Intuitive Estate Planner Version 15.0 installed.