Kugler Estate Analyzer™
  • Kugler Estate Analyzer™ (Desktop App)
    $495.00

    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 explain 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.
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    Category: Estate Planning

Description

Download now!

Kugler Estate Analyzer™ is $495 for a single initial license, including twelve months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $236 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

Sample Report

Sample Report

Screen Shots

Kugler Estate AnalyzerKugler Estate AnalyzerKugler Estate AnalyzerKugler Estate AnalyzerKugler Estate Analyzer

Version History

Version 2021.00 (Released 02/26/2021)

  • §1.401(a)(9) table updated to reflect changes for 2022+ (RMDs).
  • Estate Tax library calculations have been updated for 2021.
  • AFR: the popup form that shows the historical AFR and §7520 rates now has 2 buttons that appear.  One is for manually downloading the AFR file, and the other is a FAQ regarding AFR topics.
  • New Release Information: a new link can be found under the "Help" menu.  This new feature pulls up a list of items that have changed for the given version.  By default, the program will load this screen when you run the program.  You can turn this off by unchecking a box near the bottom of the form.
  • AFR: Edit Menu - a new section has been added to help with AFR issues.
  • Modified the Summary report to illustrate charitable bequests from the Calculation Assumptions screen.
  • Calculation Assumptions screen: when prior taxable gifts were entered, it was assumed that the Deceased Spousal Unused Exclusion was based on the Prior Adjustable Gifts always utilizing the maximum Unified Credit allowed.  This is the case for most case analyses, but the program now adjusts the DSUE based on the taxable gifts in line with the Unified Credit entered on this screen.
  • Analysis of Taxes at Death Report - a few additional result entries have been added to show the flow of taxes.
  • The Open and Save icons on the speed bar were disconnected.  The user had to use the "File" menu or F2/F3 in order to use those functions.  This has been resolved.

Version 2020.01 (Released 09/03/2020)

  • The Current Will and Asset Arrangement report did not include inheritance tax calculations for inheritance class states.  The reports after this did include the inheritance tax computations.

Version 2020.00 (Released 02/04/2020)

  • RMD calculations have been updated for SECURE Act 2019
  • Installation - a file association has been set for the program.
  • Income and Estate Tax adjustments for 2020
  • Alert system in place when a new version has been released
  • Brentmark News Channel added.
  • Bug - when a file is generated with a "Married" client when you switch to "Single," there was an issue of an asset that was under the 'Married' that showed up under a 'Single' Asset list analysis (notably, a second to die insurance).  This was a display issue only, not a calculation issue.
  • Several other minor issues were resolved.
 

 

 

Pricing

All Desktop products require the initial purchase of the software and the annual maintenance service fee to remain active and operable. The maintenance service allows your software license to stay current and receive updates, new features, legislative and tax law changes, bug-fixes, etc.  Expiration or lapse of your annual maintenance service fees could result in the requirement to purchase a new license of the software. 

 

The pricing includes the initial purchase of one (1) software license and twelve (12) months of complimentary maintenance service.  At the expiration of this complimentary maintenance service period (12 months from the date of initial purchase), you will be charged for the first year of annual maintenance service.  Your next fee will be assessed exactly one (1) year later and every year after that for your yearly maintenance service.

 

 

PRICING SCHEDULE

Software License of Brentmark Product (1) 

Included In Initial Purchase

Complimentary Maintenance Service (12 Months)

Included In Initial Purchase

1st Annual Maintenance Service

Billed 12 Months After Initial Purchase

2nd Annual Maintenance Service

Billed 1 Year from 1st

Annual Maintenance Service

Additional Annual Maintenance Service

Billed Yearly from Date of 1st

Annual Maintenance Service

 

 

 

Pricing of Brentmark's products is subject to change without notice.  While we make every effort to provide you the most accurate, up-to-date information, occasionally, one or more items on our website may be mispriced.  If a product listed is an incorrect price due to typographical, photographic, or technical error or error in pricing information received from our partners or suppliers, Brentmark, Inc. shall have the right to refuse or cancel any orders placed for the product listed at the incorrect price.

 

If an item's correct price is lower than our stated price, we will notify you of the price error and order cancellation. You may also choose to receive a refund for the difference in the correct price, and the erroneous price you were charged, or alternately have your order canceled and charged the correct price.

 

Should you have additional questions please Submit a Support Ticket.

 

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