Desktop Applications

|||Desktop Applications

FAQs related to Brentmark’s Desktop Applications.

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 [...]

14 08, 2020

Programs Affected by The SECURE Act

By |2021-03-10T16:23:06-05:00August 14th, 2020|Comments Off on Programs Affected by The SECURE Act

What programs incorporate The SECURE Act:   Retirement Plan Analyzer Retirement Distributions Planner Retirement Distributions LIVE Estate & Charitable Planner LIVE

14 08, 2020

SECURE Act Updates – January 2020

By |2021-03-10T16:20:20-05:00August 14th, 2020|Comments Off on SECURE Act Updates – January 2020

What were the 2020 SECURE Act updates? Download this information file. Program Updates: Updates to our desktop programs became available in January 2020. LIVE products [...]