Estate Planning

Some Men's Castles are Their HomesMasterPlan provides a powerful yet simple-to-use tool to quickly estimate your client's estate tax and other estate settlement costs. Within the estate planning module, you can use any of four reports: the Property Ownership and Probate Estate Report, the Estimated Federal Estate Tax Worksheet, a Cost and Liquidity Situation Report, and a text report clearly explaining the client’s situation.

MasterPlan can assume that the client and spouse will die in different years, and that they will (or will not) use a marital trust and the full marital deduction. MasterPlan will accept planning assumptions to suit your method of estate planning.

You may run these reports by simply entering relevant items into a screen worksheet, or you may edit the figures automatically generated from information already contained in the client’s database. In either case, it only takes a few seconds to produce a presentation-quality report.

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