Software

|Software
  • Estate Planning Tools is the nation's most extensive state planning software for estate planning attorneys, bankers, financial planners and advisors. With over 100 dynamic planning models in 15 different areas, Estate Planning Tools contains all the calculations necessary for you to advise your clients on how to fulfill their goals and determine which options will work best for the future of their clients with the utmost of confidence. Through our detailed, yet versatile cutting-edge calculators, Estate Planning Tools offers flexible solutions to any firm, regardless of size.
  • Updated for The SECURE Act The Kugler Estate Analyzer is a comprehensive estate planning program using a building block approach. Estate planning techniques may be stacked on top of each other to show the incremental effect of each technique.
    • Pertinent Information recaps the relevant information about the client's assets.
    • Goals & Objectives explains why each technique is being considered.
    • Proposed Arrangement describes how to implement each technique being illustrated.
    • Results and Benefits illustrate the benefits of implementing the planner's recommendations.
    • Flowcharts are used to demonstrate the impact of the technique on the client's overall financial picture. Since the planning techniques are integrated, the flowcharts reflect the combined effect of the techniques.  You can easily demonstrate to the client the benefits of each planning technique.
    • Summary of Planning Results clearly and concisely illustrate the benefits of utilizing the estate plan.
  • Charitable Financial Planner LIVE 2020 IS NOW AVAILABLE! Charitable Financial Planner 2020 (Desktop) is NOT yet available.  These are separate programs.  Contact us for further details. **** The Charitable Financial Planner is another tool to aid in complex planned giving calculations. It includes illustrations of capital gains tax savings and income tax deductions. The program generates high-quality reports and full color 3D graphs that compare the different models.
  • Charitable Financial Planner LIVE | LIVE DATA | LIVE RESULTS Introductory Pricing Badge

    ** THREE NEW SECURE ACT STRATEGIES! **

    ** VERSION 2020 NOW AVAILABLE! **

    ** SECURE ACT UPDATES INCLUDED! **

    ** ONLINE! NO DOWNLOAD NEEDED! **

    This program is delivered online via the web.  There are no updates to chase.  All updates are automatically made to the server.  You will always be using the most recent published version.

    The Charitable Financial Planner LIVE is another tool to aid in complex planned giving calculations.  It includes illustrations of capital gains tax savings and income tax deductions.

    The program generates high-quality reports and full color 3D graphs that analyze and compare the different models.

    Reports and Screen Shots View Product Details and SECURE Act Strategies Reports  
  • Estate Planning QuickView compares eight major disposition plans for each spouse. QuickView finds in seconds which estate planning strategy provides the best financial fit for a client and their family. Use this program to significantly reduce the time needed to analyze multiple disposition plans. Customizable flowcharts, graphs, and summaries are all presented for the client.
  • PFP Notebook™ takes a real-world approach to profitable personal financial planning. It uses a step-by-step modular notebook approach which incorporates the philosophy of Jim Wilson, a pioneer in the field of personal financial planning. He developed PFP Notebook in order to make the process more efficient and user-friendly. PFP Notebook is practice-oriented. It not only handles the calculations, but handles the otherwise time-consuming paperwork.
  • Allows you to easily organize and manage a client's savings bond portfolio.
  • SECURE Act Updated ** VERSION 2020 NOW AVAILABLE FOR DOWNLOAD!  SECURE ACT UPDATES INCLUDED! ** The Retirement Plan Analyzer evaluates various strategies of taking distributions from traditional IRAs, Roth IRAs, Roth 401(k)s and other qualified retirement plans. One of the most desired features of the Retirement Plan Analyzer is the Roth IRA conversion feature, used for comparing and evaluating conversions to a Roth IRA.  Roth IRA conversions in any one or multiple years may be modeled. This is Brentmark's most comprehensive retirement program. ***New Features of our 2020 Update***
    • SECURE Act Updated.
    • 2020 Income and Estate Tax adjustments have been added.
    • The State Death Tax Manager has been updated to include the latest State Death Tax Manager Data File released on 01/20/2020.
    • Changes were made to include 2020 adjustments for NY, HI, ME, and RI.
    • Changes made to other states after 01/20/2020 can be downloaded within the program, once a new file is available.
  • Introductory Pricing Badge

    ** VERSION 2020 NOW AVAILABLE!  **

    ** SECURE ACT UPDATES INCLUDED!  **

    ** ONLINE! NO DOWNLOAD NEEDED!  **

    Retirement Distributions LIVE  is available for the special introductory price of $149 for the first year and a single, individual, initial license.  It is billed on an annual subscription basis.

    No more updates to chase!  All updates to the programs or new regulations, law, or policy changes are automatically updated to the server.  You are always using the most current update!  This program is delivered online via the web.  All updates are automatically made to the server.  You will always be using the most recent published version.

    The program generates high-quality reports and full color 3D graphs that analyze and compare the different models.

    Retirement Distributions LIVE has been updated to reflect changes made by the SECURE Act of 2019.  This program calculates required minimum distributions under the SECURE Act of 2019, as well as 2002 final regulations (as well as the 2001 proposed regs and the pre-2001 rules) from qualified plans, IRAs and Roth IRAs.

    The Retirement Distributions LIVE is also now available for single user/enterprise formats. View Product Details and Sample ReportsReports and Screen Shots
  • SECURE Act Updated ** VERSION 2020 NOW AVAILABLE FOR DOWNLOAD!  SECURE ACT UPDATES INCLUDED! ** The Retirement Distributions Planner is now available in both a desktop application or our new LIVE online single user/enterprise formats.  Both versions have been updated to reflect changes made by the SECURE ACT. This program calculates required minimum distributions under the SECURE ACT, as well as 2002 final regulations (as well as the 2001 proposed regs and the pre-2001 rules) from qualified plans, IRAs and Roth IRAs.