Planning Techniques Library In this user guide, we will demonstrate. common Planning Techniques. Below are some of the more common Planning and Modeling functions that are availab. within the …

Explore the eMoney Advisor Resource Center for eBooks, infographics, webinars, case studies, videos, product info, and more. Click here.

Easily present various estate planning techniques Estate & Gift Tax Calculation Trust Planning Charitable Planning Grant or Trust Modeling Open Architectured Will

At eMoney, we believe in the value of continuous learning. From one-on-one training, live webinars, and custom training options to our comprehensive planning workshop where you can earn CFP® CE …

Whether it’s generating reports, updating plans, or reviewing client assets—make quick adjustments, speed up data entry, and increase accuracy with eMoney’s financial planning software.

A dynasty trust, or perpetual trust, is a type of trust that is designed to pass on wealth from generation to generation in a tax-advantaged environment. Families can avoid being subject to gift tax, estate tax, …

The “Support” model is likely the most common dynasty trust model used. Under this model, distributions from the trust can be made for a beneficiary’s health, support, maintenance, and education.

The Assumptions sub-report will show you the makeup of the model portfolios that you are using and other important assumptions in the simulation like tax rates and retirement and death ages.

The Trusts and Partnerships section allows you to add and edit information regarding any trusts owned by your Client.

This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed.