Calculates up to 14 types of estate plans in twenty minutes. Menu driven prompts for easy data input. On Line Help Windows. Enter asset values, the manner in which title to that asset is held, and deductions to the estate. Create different scenarios by easily altering assumptions including interest rate, number of years between deaths, administrative and debt expenses, and use of Irrevocable Life Insurance Trust.
Prints concise single page reports for each plan for easy review with clients.
Computes Generation Skipping Transfer Taxes. Compute net amount of a gift, with the attendant GSTT Administrative Expenses, and State Tax Cost, if any, or gross amount of a gift for a specific net amount after taxes and expenses to go to an heir. IBM PC compatible with at least 256K of memory, one disk drive, and PC or MS DOS 2.1 or later. Unlimited toll free telephone support. Expert advice available.