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Estate Planning
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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MasterPlan provides a powerful
yet simple-to-use tool to quickly estimate your client's estate tax and
other estate settlement costs. 
