ES: THE ESTATE PLAN ANALYZER
Easy data entry and alterable assumptions provide the user with all calculations
necessary to evaluate clients options to determine best possible planning
so that documentation may begin.
Stand alone program. 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.
Includes 15% Excess Retirement Accumulations Tax on pension plan or IRA
distributions. 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. Toggle on or off the state tax
override to allow more accuracy in non-federal state death tax credit states
IBM PC compatible with at least 256K of memory, one disk drive, and PC
or MS DOS 2.1 or later.
Works with all printers, including lasers.
Unlimited toll free telephone support. Expert advice available.
$ 495.00 Single User License (In Individual's Name)
$ 845.00 Limited Site License (Business Name w/up to 5 users)
$1,195.00 Unlimited Site License (over 5 users)
ANNUAL MAINTENANCE FEE:
Copyright © Superior Software,
Inc. 1986-1996 All Rights Reserved
None. Updates $50-$125.