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| The Estate Planning System is more than just software that creates wills and trusts. It is a system that focuses on the special circumstances of the middle class. With the Estate Planning System you have the tools you need for all types of clients situations, whether they need tax planning, a Not-So-Simple Will, or a Simple Will. |
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| Middle Class Tax Planning | |
| The EPS handles tax planning for clients with up to 10 to 12 million in assets. The will and living trusts has provisions for Disclaimer Trusts, Credit Shelter Trusts with Outright Marital Gifts, Q-TIP provisions, and GST options. The EPS also includes a 2503(c), CRAT, CRUT, GRAT, QPRT, Life Insurance and Conduit Trust. | |
| Middle Class No Tax Planning (The Not-So-Simple Will) | |
| With the passing of the Economic Growth and Tax Relief Reconciliation Act of 2001, fewer clients require tax based planning. However, there are many non-tax reasons for clients to plan and certain non-tax situations dictate careful planning. Many clients come to a law firm without realizing that there are special circumstances that require more than a simple will. The EPS guides you through the process of helping your clients see the additional value that you as the attorney provide through taking these situations into account: |
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| The Simple Will | |
| We know that not every client needs to have a Not-So-Simple Will or tax planning. The EPS is designed to also handle the simple will with ease. The EPS has Scenario Builder© which is designed for you to create predefined defaults for typical client situations. This feature allows you to create documents quickly, accurately, and ensures that you are profitable with every client situation. | |
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