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Intuitive Estate Planner allows you to easily perform estate planning calculations and prepare presentations for your clients. This software application analyzes estate plan development options and saves time in collecting and organizing client information. The Intuitive Estate Planner allows you to handle estate calculations in three easy steps:
• Enter client data
• Make planning choices
• View calculations and generate planning reports and client handouts
The program can identify the present ownership and estate tax situation, both for the first and second estates. The software, available on one CD-ROM, also enables you to:
• Graphically display the effect of the federal and state estate taxes on inheritance
• Calculate the effect of possible changes in the federal estate tax
• Plan and demonstrate solutions to tax attrition of the client's estate
• Show flow of property through the estates, including numerical results of the plan
• Compose a slide show of planning and property concepts for a client or group
• View and/or print the results of all calculations in flowchart, comparative bar graph, or table format
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