Written and designed by an estate planner for estate planners, CPAs, insurance advisors, financial advisors, tax advisors and any other professional interfacing with clients about estate, tax and financial planning. It is designed with the mobile professional in mind to provide immediate feedback to common calculations requested by clients. Imagine a client asking, “What would that look like?” and able to give an estimate in your conference room or at the client’s location almost immediately using your iPhone.
Tools in this version include estate and inheritance tax calculations, gift tax calculations, the power of the credit shelter trust, qualified personal residence trust calculations, gift annuity, charitable remainder trust, gift tax deduction estimator, charitable lead trust, present value, future value, life expectancy and an insurance analyzer to compare the tax deferred nature of life insurance to regular investing.
Once you have run your calculations, you can email results to your office or the client. Note that this application is not a substitution for comprehensive planning and should not be relied on as such. It is an estimator for on-the-fly answers to commonly asked questions.
- iPod Touch