Kugler Estate Analyzer™
  • Kugler Estate Analyzer™ (Desktop App)
    $695.00

    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 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.

Description

Download now!

Kugler Estate Analyzer™ is $695 for a single initial license, including six 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

Version History

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 - 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 resolved
 

 

Sample Report

Sample Report

Screen Shots

Kugler Estate AnalyzerKugler Estate AnalyzerKugler Estate AnalyzerKugler Estate AnalyzerKugler Estate Analyzer