ES: THE ESTATE PLAN ANALYZER

USE:

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.

DESCRIPTION:

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

COMPUTER REQUIREMENTS:

IBM PC compatible with at least 256K of memory, one disk drive, and PC or MS DOS 2.1 or later.

PRINTER REQUIREMENTS:

Works with all printers, including lasers.

SUPPORT:

Unlimited toll free telephone support. Expert advice available.

PURCHASE PRICE:

$  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:

None. Updates $50-$125.
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