Cheshire Software has expanded the estate planning features in its wealth management software product, Cheshire Wealth Manager.
In addition to entering credit shelter trusts, gifting and irrevocable life insurance trusts, the updated version allows users to model various estate planning strategies, including charitable remainder annuity trusts, charitable remainder unitrusts, grantor retained annuity trusts, qualified personal residence trusts and grantor retained unitrusts. The Cheshire Wealth Manager also enables users to apply probate costs.
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