Sample Reports
• Cash Flow & Estate Planner – strategic planning for business owner and corporate executive
• Executive Summary Planner – strategic planning case comparison
• EstatePro – comprehensive wealth planning for ultrahigh-net worth couple
• DesignPro – wealth planning scenario comparisons
• Synergy – life insurance needs analysis
• Retirement Simulation Planner – Monte Carlo simulation illustration
• GRAT vs. IDGT Planner – comparison of a GRAT and an installment sale to a grantor trust
• GST Gift Planner – lifetime gifting to a dynasty trust illustration
• Partnership NIMCRUT Planner – NIMCRUT funded with a FLP or LLC interest
• Roth IRA Conversion Planner – conversion of a traditional IRA to a Roth IRA
• Estate Planning – overview of the estate planning process and transfer tax system
• Charitable Remainder Unitrust – overview of a standard charitable remainder unitrust
• Multigenerational Retirement Distribution Planning – overview of planning with QRPs and IRAs