American Dream Planner software takes into account all attributes of wealth (income, expenses, investments, tax-deferred accounts, real property, business interests and life insurance) and projects the impact of financial and estate planning choices over the lifetime of an individual or couple.Scenarios can be created within minutes (up to 1,000 per client) and any three can be compared on-screen at one time.Interactive split screen with inputs and outputs dynamically linked on the same screen provides immediate feedback of the long-term impact of planning choices.Planning choices include purchase and sale of assets (outright & installment), trusts (Bypass, CRT, GRAT,ILIT) with income, gift and 3 transfer tax codes with no modules or add-ons.An internet connection is required to register the program.

CD-ROM:  CD-ROMPersonal Finance Software, Unlimited scenarios can be created, Monte Carlo simulations, Import and Export to/from all Pro and Personal Edition users, Integrated estate and financial planning
Company: American Dream Planner LLC 
List Price: $299.00
Amazon Price: $299.00

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