This electronic productivity tool on IntelliConnect™ is designed exclusively for professionals who perform estate planning and related functions. It acts as an automated estate and financial planning calculator and provides graphical representation – in one product.
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More than 20 separate calculations cover Tax, Split Interest Transfers, Retirement and Financial areas.
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These financial and estate planning calculators may be modified to accommodate a variety of computational options – so you’re not locked into default settings.
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Each calculation has three different scenarios displayed side-by-side – allowing for “what-if” planning.
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A graphing capability is built right into this program, allowing you to display or print the results.
Formats available
