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Intuitive Estate Planner Software Downloads

Software Updates

Intuitive Estate Planner 17.3 (6/11/2014)
Intuitive Estate Planner Version 17.3: (1) State estate tax exemptions for 2014-2018 updated for Minnesota; (2) state estate tax exemptions for 2015 and later updated for Maryland; (3) State estate tax exemptions and rates for 2014 and later updated for New York; (4) instructions for computing Iowa and Kentucky inheritance tax on certain classes added to the Help file at topic State Tax Rates/Exemptions; (5) method for adjusting § 2058 deduction for state-only QTIP in second estate added to Help file at topic State QTIP; (6) computation of state estate tax when taxable estate less than federal Applicable Exclusion corrected.
To apply this upgrade you must have Intuitive Estate Planner Version 17.2 installed.
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Intuitive Estate Planner 17.2 (3/3/2014)
Intuitive Estate Planner Version 17.2: (1) Rhode Island state estate tax exemption updated; (2) Illinois state estate tax adjusted for 2014 and later; (3) Multistate state estate tax calculations when state 1 is state of residence updated to reflect post-ATRA state allocation methods; (4) Duplicate deduction of state death tax at Diagrams and Inheritance Analysis corrected; (5) Deferred FET, 2% Portion updated; (6) Help file updated; and (7) Utility Enter Current AFRs updated.
To apply this upgrade you must have Intuitive Estate Planner Version 17.1 installed.
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Intuitive Estate Planner Version 17.1: (1) Enhanced and updated Help topics relating to nonresident state estate tax calculation and generally; (2) Updated AFR rates; (3) Updated Consumer Price Index Table for 2014; (4) DE estate tax extended after 2012, MD inheritance tax calculation added, NJ simplified inheritance tax calculation added, TN inheritance tax calculation, with proration of exemption for multi-state property, updated, IN inheritance tax repeal adjusted for, HI estate tax updated, WA estate tax updated; (5) Calculation of state estate tax in general (and when an Asset entry is identified as State 2 or State 3 with proration with State 1 property), updated to reflect post-ATRA state estate tax return methods for 2013, with calculation of QTIP election for State 2 and State 3 property for all states permitting such an election added; (6) Posting of Charitable deductions created by CRUTs and CRATs corrected; (7) Topics having pop-up explanations have been revised to assure correct operation in all configurations; and (8) Installation is now required to be "Run as administrator" to avoid conflicts with various versions of Windows.
To apply this upgrade you must have Intuitive Estate Planner Version 17.0 installed.
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More Information
Learn more about Intuitive Estate Planner on CD-ROM »
Intuitive Estate Planner user guide »
 
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