Intuitive Estate Planner 11.0 – V. 11.1 upgrade (3/11/08)
Intuitive Estate Planner Version 11.1: (1) Adds Audit screens (Client & Spouse and One Person) at Calculations/Diagrams that detail the numerical derivation of each amount reflected on the Basic diagrams flowchart with context Help Topics that link to a line-by-line conceptual explanation of such derivations; (2) At Gifts & Growth/Planned Gifts, adds calculation of optimized rate for term GRATs to achieve near-zero gift of remainder and enhances entry of annual annuity rate to permit entry of up to five decimal places; (3) At Gifts & Growth/Charitable Annuity Trust, adds pop-up warning if annuity rate of under 5% is entered; (4) At Calculations/Chart, corrects effect of percentage charitable transfers on the blue area of the chart; (5) Corrects the appearance of buttons at high resolution monitor settings; (6) At the utility State Tax Rates/Exemptions, corrects the PA inheritance tax exemption for siblings and updates the D.C. calculation to reflect the administrative decision to not do circular calculation of the D.C. estate tax; (7) Amplifies the handling of adjusted taxable gifts for state estate tax purposes to identify them as allocated to State 1; (8) Enhances and updates the Help file, including explanation of a technique to export tabular screens to BMP files and updates the Estate Planning Treatise.
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