Planit:Will Information Analysis Tab

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
How do I adjust the estate income taxes and view estate reports?
• Estate taxable income
• Estate tax credits
• Income tax report same as cash flow
• Review purpose of other reports

Keep on Track! Continue training on...
Will Information Screen Integrated Planning

Other Related Topics
Will Information Estate Distributions Income Tax Projection
Estate Net Worth Estate Distribution Analysis Estate Liquidity Analysis


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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Just by filling out your client’s information within the screen and clicking save, you will then have access to these sophisticated Estate Reports that will help you plan with confidence and impress your clients.

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