To allow you to better review and discuss estate options with your clients, we've made some enhancements to the Estate / Analysis screen:
- You can now click on boxes within the flow chart to see the details that make up the value. For example, clicking on the 'Trust to heirs' box will let you see the value of each trust that's included.
- Gifts made to heirs or charity throughout the life of the plan will be included in the flow chart.
- You can change the planning horizon for either client in the action items to see what the estate plan would look like if clients were to pass away at any time.