Desktop Applications – Brentmark, Inc.

18 12, 2020

Finding What Version of Estate Planning Tools (EPT) (Desktop) You Are Running.

By Kathleen Reynolds|2020-12-18T14:34:49-05:00December 18th, 2020|0 Comments

How do I know what version of Estate Planning Tools (EPT) (Desktop) I am currently using? Look at the top left corner of your screen. [...]

14 08, 2020

Product Comparison Guide (EPT, CFP & ECP LIVE)

By Kathleen Reynolds|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 Kathleen Reynolds|2021-01-07T12:01:50-05:00August 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 Charitable Financial Planner LIVE Estate & Charitable Planner LIVE

14 08, 2020

SECURE Act Updates – January 2020

By Kathleen Reynolds|2021-01-07T12:02:12-05:00August 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 January 2020. LIVE products are [...]

14 08, 2020

Estate Planning Tools (Desktop) Download & Installation Instructions

By Kathleen Reynolds|2020-12-16T08:17:08-05:00August 14th, 2020|Comments Off on Estate Planning Tools (Desktop) Download & Installation Instructions

Brentmark is happy to announce the latest release of Estate Planning Tools (Desktop) v.2020.02. Some of our customers may have temporarily experienced issues with logging [...]