Intuitive Estate Planner
A powerful application for estate planning analysis and presentation
Collect, organize, and analyze information efficiently, and communicate clearly with your clients
Intuitive Estate Planner on CD-ROM helps you develop estate plans that offer the maximum financial and tax advantages to your clients and their heirs. Use it to perform complex calculations involving taxes, pensions, annuities, split-interest trusts, and more – automatically. Then generate planning reports quickly and present options to your clients in a clear, complete, easy-to-understand format.
Intuitive Estate Planner features
- Powerful calculators that automatically integrate tax effects
- Integrated balance sheets for family businesses
- Charts to illustrate proportions of taxes, expenses, and property distribution
- Matrices for fast entry of life insurance and pension data
- 90 slides on estate planning for client presentations
- Basic estate planning explanations for client reports
- A mini-treatise with extensive links to tax codes, regulations, and online resources
Create estate plans easily
- Enter client data
- Make planning choices
- Produce planning reports and handouts
Save time, eliminate guesswork
- Move easily from data entry to tax calculation to graphic analysis
Easy-to-understand format
- Compare scenarios with differing assets, deductions, tax adjustments, split-interest gift calculations, and more
- Illustrate the present ownership and tax situation for estates of spouses
- Graphically show the effect of the estate tax on inheritance
- Demonstrate tax implications and tax minimization techniques
- Present solutions to tax attrition of the client's estate
Expand your client base
- More than 90 slides with convincing information
- Easily create a customized presentation
Take a closer look
See how you can quickly analyze estate plan options and save time collecting and organizing information.
More Information
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