Estate Planning Tools is the nation’s most extensive state planning software for estate planning attorneys, bankers, financial planners and advisors. With over 110 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.
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Estate Planning Tools is a comprehensive program that handles several areas:
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.
Valuation |
Capitalization of Income Valuation Through Comparable Stock Book Value Method Goodwill Valuation Key Employee Valuation Special Use Valuation Financial Planning Ratios |
Tools of Estate Planning |
Inclusion of CRAT, CRUT, GRAT or GRUT Self-Canceling Installment Note Private Annuity Annuity, Life Estate and Remainder Factors Simplified GSTT Worksheet Total Cost of GST Transfer Qualified Tuition Programs Gift Loans |
Trusts |
GRIT and Qualified Personal Residence Trust (QPRT) Grantor Retained Annuity Trust (GRAT) Grantor Retained Unitrust (GRUT) IDIT Installment Sales Dynasty Trust Split Interest Bypass Trust Computation Contingent Reversion |
Charitable |
Charitable Remainder Annuity Trust (CRAT) Charitable Remainder Unitrust (CRUT) Charitable Lead Annuity Trust (CLAT) Charitable Lead Unitrust (CLUT) Naming Charity Beneficiary of Group Term Ins. Interrelated Estate Tax |
Estate Planning Techniques
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Estate Tax Advantage of Gift Tax Exclusion Section 6166 Installment Payment of Estate Tax Business Owner’s Section 2057 Estate Tax Deduction Substantially Disproportionate Redemptions Section 303 Stock Redemptions Installment Sale Group Term Life Cost Advantage of Income Shifting |
Taxes
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Gift and Estate Tax Computation Prior Gifts Projection of Estate Tax Marital Deduction Optimization Table 2001 Cost Tax on a Net Gift Individual Income Tax Corporate Income Tax |
Retirement |
Lump Sum Distributions Retirement Plan Taxation Pre-59½ Distributions Determination of Cash Requirements |
Present and Future Value |
Present Value of an Annuity Present Value of a Lump Sum Deferred Compensation Future Value of an Annuity Future Value of a Lump Sum Deposit Growth Life Expectancy Chance of Survival |
§199A Deduction
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§199A Deduction for an SSTB or non-SSTB §199A Deduction when Several Passthrough Entities are Owned §199A Deduction for Estate and Non-Grantor Trust Allocations Impact of Retirement Plan Contribution on §199A Deduction C Corporation vs. S Corporation W-2 Employee vs. Independent Contractor Analysis §199A(g) Deduction for Specified Agriculture or Horticulture |
Investment |
Common Stock Calculator Comprehensive Bond Calculator Annual Rate of Return Investment and Cash Flow Analyzer Holding Period Return Calculator Present Value of Investment Internal Rate of Return |
Inflation |
Erosion of Purchasing Power Fundlife Calculator Inflation-Adjusted Income and Asset Analysis Income Due to an Investment Fund College Cost Estimator Lump Sum Needed for Increasing Annuity Contributions Required to Reach a Goal |
Real Estate |
After-Tax Return on an Investment Amortization Schedule Break-Even Period Refinancing Mortgage Comparison Schedule Double Payments on Retirement of a Mortgage Break-Even Interest Rate Comparison Mortgage Payment Calculator Loan Payment |
Insurance |
Rate of Return on Life Insurance Net Cost of Life Insurance Net Clear Death Benefit Insurance Needs Analysis Total Cost of Group Term Life Insurance Business Buyout Analyzer Need for Business Interruption Insurance Death Benefit Rate of Return |
Net Worth |
Net Worth Analysis and Projector Security Portfolio Analyzer Taxable Social Security Benefits Under OBRA ‘93 Periodic Withdrawals from an Investment How Compounding Builds Net Worth Future Value of Increasing Payments |
Financial Goals |
Summary of Financial Objectives Accumulation Planning Worksheets Educational Funding Analysis Retirement Analysis Social Security Benefits Present Value of Future Retirement Benefits Federal Estate Tax Discount Income-Related Medicare Premium Adjustment |
Budgeting |
Income and Expenses Report Monthly Cash Flow Report Dividend and Interest Income Report Term of Loan Calculator After-Tax Return and Cost Calculator Cost of an Outlay Extra Loan Payment Analyzer |
Version 2020.02 (Released 08/12/2020)