Estate Planning

Estate Planning focuses on the deferred taxes that are payable on second death. Using two scenarios this report compares the estate value and estate tax payable from both scenarios. The documentation includes the assumptions, value of advice and a ledger that shows the change in financial position. Click here to see a sample of the Estate Planning focused report.

To build the Estate Planning report, in the Report Generation window select Focused Planning, then choose Estate Planning from the Report drop-down. Under Scenarios choose the two scenarios that are going to be compared to each other and then click the button.