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NEW Estate Planning QuickView 2017.00


Estate Planning QuickView is our state law sensitive flowchart and graph based Windows software to provide and help communicate instantaneous answers to two of the most important questions you - and your clients - need to answer:

  • What dispositive strategy will reduce taxes at death to the lowest possible amount?
  • What dispositive strategy at death will provide the highest amount of financial security (capital) for heirs?

What it will do for you:

Clients will immediately see and understand the urgency - and significance of action - and proceed with your planning suggestions.

You will know in seconds what arrangement will provide the most for your client and your client’s family at the least possible cost through a comparison of eight major dispositive plans.

You - and your staff - will have more time - because Leimberg’s Estate Planning QuickView will significantly reduce the time it takes to analyze multiple dispositive plans. Calculations that would otherwise take hours are yours - without effort - at the click of a mouse.

Clients will see on the screen - or in print - flowcharts, graphs, and summaries that show the estate tax consequences of doing nothing. They will quickly comprehend and appreciate the incredible difference your recommendations can make.

You can do multiple "what if" tax savings scenarios and illustrate "highest to lowest" comparisons with the client present. This "instant understanding" speeds up the entire estate planning process.

What it costs:

If your time is worth $300 an hour or more, you’ll pay for Leimberg’s Estate Planning QuickView in the first 10 minutes you use it!

More importantly, the learning curve is minutes rather than hours. Less than 10 inputs produces over 16 senarios automatically. The time you save with this intuitive easy to learn and easy to use software saves you money and aggravation.

NO TEARS! You’ll be up and running in a few minutes - even if you are a computer novice! Runs on any machine that will run Windows including Windows 98, Windows ME, Windows 2000, Windows XP, Vista, and Windows 7.

The RIGHT ANSWERS - RIGHT NOW!
Minimal Data Entry. We mean it! Average input time is less than one minute

    Changes in QuickView version 2017.00
    • The applicable exclusion amount for estate and gift taxes is $5,490,000 for 2017
      .
    • The State Death Tax Manager has been updated with several state changes (DC, RI and WA).

    • The program Help was updated to reflect the changes shown above.

    Changes in QuickView version 2016.00

    • The applicable exclusion amount for estate and gift taxes is $5,450,000 for 2016
      .
    • The State Death Tax Manager has been redesigned in order to handle new state death tax changes for future years (such as for NY and MD) including future inflation adjustments and rates that change during the year.

    • The Client Information screen now has a Spouses button which can be used to change the Husband and Wife terminology (e.g., to Partner or other wording), if desiredfor same-sex marriages or other reasons.

    • The program Help was updated to reflect the changes shown above.
    .
    Changes in QuickView version 2015.00

    • The applicable exclusion amount for estate and gift taxes is $5,430,000 for 2015.

    • The State Death Tax Manager has been updated with changes to DE, HI and WA.

    • The program Help was updated to reflect the changes shown above.

    Changes in QuickView version 2014.00

    • In the Inputs section, the Estate Information screen has a new input:  Optimize for State Death Tax?  This will fund the Nonmarital Trust at the first death with the greatest amount that can pass free of the state death tax at the first death rather than the greatest amount that can pass free of federal estate tax.  For states that include lifetime gifts in their estate tax calculations, the state exclusion amount is reduced accordingly.

    • The applicable exclusion amount for estate and gift taxes is $5,340,000 for 2014.

    • The State Death Tax Manager has been updated to v. 3.40 with recent changes to MN, NY, RI and WA.

    • The program Help was updated to reflect the changes shown above.

    Changes in QuickView version 2013.00

  1. Estate Tax changes from the American Taxpayer Relief Act of 2012 have been made. The maximum estate tax rate is now 40% starting in 2013 and the applicable exclusion amount for 2013 is $5,250,000.

  2. The State Death Tax Manager was updated to version 3.31 with changes to DC, DE, and RI.

  3. The program Help was updated to reflect the changes shown above.
  4. Changes in QuickView version 2012.00
    The following changes have been made to the program:

    • The Applicable Exclusion Amount has been updated for 2012 to $5,120,000.

    • The State Death Tax Manager was updated to version 3.20. The following states
      were updated since the last release: CT, DC, DE, HI, IL, IN, ME, NC, OR, RI and TN.

    • A new Closing Statement feature was added to the Report Options screen (which is accessed from the View Menu).

    • A number of other improvements were made.

    Changes in QuickView version 2011.00

    • The program was updated for estate tax changes in the 2010 Tax Relief
      Act. Several new inputs were added to implement those changes. Help was
      updated to include descriptions of the new inputs.

    • For the Step 2: Assets input screen, a new Unified Credit Used by Gifts
      input was added.

    • For the Step 3: Estate Information input screen, the Estate Tax
      Calculations input includes two choices: 2013 Rates in 2013+ and 2013
      Sunset. A new 2010 Estate Tax Calculation input includes two choices: 35%
      Rate and No Estate Tax. A new Inflation Rate for Exclusion input is used to
      increase the allowable estate tax exclusion for years after 2011. When
      answered Yes, a new Use Available Exclusion Portability input calculates a
      Deceased Spousal Unused Exclusion Amount which is equal to the remaining
      exemption (including inflation) when the 2010 Tax Relief Act applies (2011
      or 2013; and 2013+ when 2013 Rates in 2013+ is selected for Estate Tax
      Calculations).

    • The State Death Tax Manager was updated to version 3.02 to handle estate
      tax changes in its Death Tax Illustration and to include numerous state
      death tax changes.

    • The program now includes support for multiple monitors and provides for
      full screen sizing on widescreen displays.

    • A new File Association feature allows you to click on a data file which
      then opens the program.

    Changes in QuickView version 2009

    • The State Death Tax Manager engine has been updated to v. 1.90 which handles more state death tax variations including the circular tax calc for Iowa.
    • A Download Latest State Data option has been added to the View Menu. Note: After program installation, you should download the latest state data file (which was recently updated).
    • The Override Amount To Surviving Spouse input on the Estate Information screen may now be entered as a percentage.
    • Printed Flowcharts have been improved.
    • New features have been added which enhance operation in network installations. These include the Create Desktop Icon feature and Location of Files selection for Help Files on the File Menu. A Copy Help Files option is now shown on the Help Menu.
    • Windows Vista support is enhanced with the Location of Files selection for saving Data Files now defaulting to a Leimberg program location under the My Documents directory.
    • Improvements have been made to the E-mail Data File feature on the File Menu and the E-mail Technical Support feature which is on the Help Menu
      at Leimberg on the Web.
    • A new System Information feature has been added to the Help Menu.
    Buy Online
    System Requirements
    QuickView CD-ROM $349 plus s/h
    QuickView Download $349

    As is the case with all Leimberg and LeClair Inc. software, Estate Planning QuickView comes with a 30-day, "no-questions asked" 100% money-back guarantee.

    Please call 610 924 0515 (to place a phone order)

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