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  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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 2019 Update***
    • Fact finder had been updated.
    • User interface has been updated.
    • AFR and Help files are now on-line.
    • New install software has been added.
    • On the Asset comparison report, we add a footnote, letting the user know that the assumption is that all assets are liquidated at second death. (you get those values from the Estate Analysis Report)
    • 2019 Income and Estate Tax adjustments have been added.
    • The State Death Tax Manager has been updated to include changes for CT, DC, HI, ME, RI, NY & VT.
  • 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 2019 Update***
    • Fact finder had been updated.
    • User interface has been updated.
    • AFR and Help files are now on-line.
    • New install software has been added.
    • On the Asset comparison report, we add a footnote, letting the user know that the assumption is that all assets are liquidated at second death. (you get those values from the Estate Analysis Report)
    • 2019 Income and Estate Tax adjustments have been added.
    • The State Death Tax Manager has been updated to include changes for CT, DC, HI, ME, RI, NY & VT.
  • The Retirement Distributions Planner is now available in both a desktop application or online single user/enterprise formats. This program calculates required minimum distributions under the 2002 final regulations (as well as the 2001 proposed regs and the pre-2001 rules) from qualified plans, IRAs and Roth IRAs.
  • Denise Appleby, CISP, CRC, CRPS, CRSP, APA -Charts and tables that summarize the IRA rules in an easy to understand and user-friendly manner. -Frequently asked questions and clearly written responses -Rollover and transfer rules for retirement accounts -IRA Beneficiary distribution options