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.