Randy B., Firm Owner
Entry of Investment accounts by holding from provided information including ticker, asset class, quantity, and cost basis - up to 50 holdings each add-on.
Entry of Stock Options/Grants from provided information including Restricted Stock Unit grants, Incentive Stock Option grants, and Non-Qualified Stock Option grants.
Entry of Non-Residence property from provided information including value, mortgage, tax basis, income, expenses, and depreciation - up to 5 properties each add-on.
Entry of Life Insurance detail from provided illustration including cash value, death benefit, income, and loans.
Entry of current Irrevocable Trusts, QTIPS, ILITs, IDGTs, etc. including beneficiaries, payout terms, and assets.
Entry of details where adjustments and calculations are needed as accounts and assets may not be completely distributed to each party yet.
Additional situations may require additional time - pension calculations, expected property sales, etc. Approval required by visitor before entry.
If you have specific questions or need any additional information, please contact us
Copyright © 2022 Planning Zoo - All Rights Reserved.