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%.
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. [...]
The following video tutorial will walk you through accessing and navigating the basics of Estate & Charitable Planner LIVE (web application). This video includes how [...]
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 [...]
What programs incorporate The SECURE Act: Retirement Plan Analyzer Retirement Distributions Planner Retirement Distributions LIVE Estate & Charitable Planner LIVE
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 [...]