Charitable Financial Planner - Desktop

||||Charitable Financial Planner - Desktop
4 03, 2021

Entering Values In The CRAT Payout Field

By |2021-03-10T21:53:46-05:00March 4th, 2021|Comments Off on Entering Values In The CRAT Payout Field

The data entered in the "CRAT Payout" field has to meet the following criteria: The amount entered has to be at least 5% of the FMV of Trust. Any value entered lower than that will be forced to 5%.  The maximum value allowed for this input is 50%. The program will force anything above this amount down to 50%.

14 08, 2020

Product Comparison Guide (EPT, CFP & ECP LIVE)

By |2021-01-07T12:01:07-05:00August 14th, 2020|Comments Off on Product Comparison Guide (EPT, CFP & ECP LIVE)

2020-2021 Product Comparison Guide: Estate Planning Tools (EPT) (Desktop) Charitable Financial Planner (CFP) (Desktop) Estate & Charitable Planner LIVE (ECPLive) (Web Application) DOWNLOAD THIS COMPARISON [...]