Estate Planning Tools

Estate Planning Tools includes 100 different calculation models in 15 areas: Trusts (includes our most comprehensive coverage of GRATs with calcs under example 5 of the Regs and Rev. Rul. 77-454 calcs with year-by-year report, GRITs/QPRTS, GRUTs, Dynasty Trusts); Tools of Estate Planning (private annuities, SCINs); Charitable (charitable remainder unitrusts and annuity trusts), Estate Planning Techniques (§6166, §303, installment sales, group term cost); Retirement, Taxes, Present/Future Value Calcs, Valuation, Investment, Inflation, Real Estate, Insurance, Net Worth, Financial Goals, and Budgeting.  The program now calculates state death taxes (using Brentmark's State Death Tax Manager feature) in addition to the federal estate tax.

For a free demo disk, contact Brentmark Software.  Send e-mail to sales@brentmark.com or call 1-800-879-6665.  A downloadable demo is also available.

Valuation
Capitalization of Income
Valuation through Comparable Stock
Book Value Method
Goodwill Valuation
Key Employee Valuation
Special Use Valuation
Financial Planning Ratios

Tools of Estate Planning
Inclusion of GRAT and GRUT
Self-Canceling Installment Note
Private Annuity
Annuity, Life Estate, & Remainder Factors
Simplified GSTT Worksheet
Total Cost of GST Transfer

Trusts
GRIT and Qualified Personal Residence Trust
Grantor Retained Annuity Trust
Grantor Retained Unitrust
IDIT Installment Sales
Dynasty Trust
Split Interest
Bypass Trust Computation

Charitable
Charitable Remainder Annuity Trust 
Charitable Remainder Unitrust 
Charitable Lead Annuity Trust 
Charitable Lead Unitrust
Naming a Charity as Beneficiary of Group Term Life Insurance (Table I)

Estate Planning Techniques
Estate Tax Advantage of Gift Tax Exclusion
§6166 Installment Payment of Estate Tax
Business Owner’s §2057 Estate Tax Deduction
Substantially Disproportionate Redemptions
§303 Stock Redemptions
Installment Sale
Group Term Life Cost

Taxes
Gift and Estate Tax Computation
Projection of Estate Tax
Qualified Tuition Programs (§529 Plan)
Marital Deduction Optimization
Table 2001 (P.S. 58) Cost
Tax on a Net Gift
Individual Income Tax
Corporate Income Tax

Retirement
Lump Sum Distributions
Retirement Plan Taxation (Confiscate)
Pre-59½ Distributions
Determination of Cash Requirements

Present/Future Value
Present Value of Annuity
Present Value of a Lump Sum
Deferred Compensation
Future Value of an Annuity
Future Value of a Lump Sum
Deposit Growth
Life Expectancy
Chance of Survival

Investment
Common Stock Calculator
Comprehensive Bond Calculator
Annual Rate of Return
Investment and Cash Flow Analyzer
Holding Period Return Calculator
Present Value of Investment
Internal Rate of Return

Inflation
Erosion of Purchasing Power
Fundlife Calculator
Inflation Adjusted Income and Asset Analysis
Income Due to an Investment Fund
College Cost Estimator
Lump Sum Needed for Increasing Annuity
Contributions Required to Reach a Goal

Real Estate
After-Tax Return on an Investment
Amortization Schedule
Break-Even Period Refinancing
Mortgage Comparison Schedule
Double Payments on Retirement of a Mortgage
Break-Even Interest Rate Comparison
Mortgage Payment Calculator

Insurance
Rate of Return on Life Insurance
Net Cost of Life Insurance
Net Clear Death Benefit
Insurance Needs Analysis
Total Cost of Group Term Life Insurance
Business Buyout Analyzer
Need for Business Interruption Insurance

Net Worth
Net Worth Analyzer and Projector
Security Portfolio Analyzer
Taxable Social Security Benefits Under OBRA ‘93
Periodic Withdrawals from an Investment
How Compounding Builds Net Worth
Future Value of Increasing Payments

Financial Goals
Summary of Financial Objectives
Accumulation Planning Worksheet
Educational Funding Analysis
Retirement Analysis
Social Security Benefits
Present Value of Future Retirement Benefits
Federal Estate Tax Discount

Budgeting
Income and Expenses Report
Monthly Cash Flow Report
Dividend and Interest Income Report
Term of Loan Calculator
After-Tax Return and Cost Calculator
Cost of an Outlay
Extra Loan Payment Analyzer