Estate Planning

||Estate Planning
  • 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.
    Add to cart Details
  • 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.
    Add to cart 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.
    Add to cart Details
  • 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.
    Add to cart Details