Estate Planning Tools is priced at $595 for a single initial license, including six months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $179 for a single license.
A current desktop version of Windows is required.
We guarantee your satisfaction with a 30-day money back guarantee.
For multiple licenses or enterprise licensing, please call 803-781-9595.
New Feature Details:
- 2020 Income & Estate Tax Adjustments Included That Impact 15+Models.
- Updated Help Files.
- The Brentmark State Death Tax Manager (SDTM) Has Been Updated To Include Changes For:
- CT, DC, HI, ME, RI, NY and VT.
- IRMAA Module Has Been Updated For 2020 Medicare Tables.
- The Estate Model Has Been Enhanced With Several New Inputs To Expand The Calculation.
- The CLAT Model Has A New Option To Select Between Two Different Economic Schedule Calculations.
- New Alert System Notifying The User When A Newer Version Has Been Released.
- When The Alert Is Activated: It Will Provide Information On How To Get The New Version.
- A News Channel Has Been Added To Keep Users Current On All Brentmark Releases, Including Brentmark’s State Death Tax Manager (SDTM) Data Files.
- New Software Has Been Implemented To Streamline The Installation Process.
- Executable And Installation Files Are Now Signed With An EV Code Signing Certificate To Improve Security.
- Brentmark’s AFR Manager Has Been Added Under The “Edit” Menu, Allowing For Manual Download And Diagnositics.
- Several Display and User Input Behavior Issues Have Been Improved And Resolved.