Intuitive Estate Planner Software Downloads

Intuitive Estate Planner 11.0 – V. 11.1 upgrade (3/11/08)

Intuitive Estate Planner Version 11.1: (1) Adds Audit screens (Client & Spouse and One Person) at Calculations/Diagrams that detail the numerical derivation of each amount reflected on the Basic diagrams flowchart with context Help Topics that link to a line-by-line conceptual explanation of such derivations; (2) At Gifts & Growth/Planned Gifts, adds calculation of optimized rate for term GRATs to achieve near-zero gift of remainder and enhances entry of annual annuity rate to permit entry of up to five decimal places; (3) At Gifts & Growth/Charitable Annuity Trust, adds pop-up warning if annuity rate of under 5% is entered; (4) At Calculations/Chart, corrects effect of percentage charitable transfers on the blue area of the chart; (5) Corrects the appearance of buttons at high resolution monitor settings; (6) At the utility State Tax Rates/Exemptions, corrects the PA inheritance tax exemption for siblings and updates the D.C. calculation to reflect the administrative decision to not do circular calculation of the D.C. estate tax; (7) Amplifies the handling of adjusted taxable gifts for state estate tax purposes to identify them as allocated to State 1; (8) Enhances and updates the Help file, including explanation of a technique to export tabular screens to BMP files and updates the Estate Planning Treatise.

Intuitive Estate Planner 11.0 – V. 11.2 upgrade (7/10/08)

Intuitive Estate Planner Version 11.2: (1) Added Sort Name prompt at Client Data that enables user to designate the sort name for existing client list; (2) Financial Analysis/Liquidity now displays life insurance death benefit as part of family liquidity; (3) State death taxes updated and the multistate computation corrected to include life insurance and pension proceeds as State 1 property; (4) Added calendar selection for "Valuation Date" at GRATs and GRUTs; (5) GRAT Schedule enhanced to adjust for short and final years; (6) Calculation of "Annual annuity rate" for QPRT conversion to GRAT corrected; (7) Added growth increment to QPRT estate tax value if grantor dies during term, corrected QPRT estate tax result when both life and term entered, and corrected QPRT estate tax inclusion for growth years; (8) Added inclusion at Schedule G on Tax Analysis for life insurance payable to estate, as estate cash; (9) Handling of specific marital legacies vs. dollar amount to spouse at M.D. Choices addressed in Help topic; (10) Corrected display at Tax Analysis for results of installment debt entered at Deductions; (11) enhanced Help and updated with additional coverage of QPRTs and QDOTs.