State Death Tax Manager

With the release of v2007.00 of Estate Planning QuickView, we added another software component called the State Death Tax Manager. The State Death Tax Manager handles the estate and inheritance tax calculations for all 50 states, and is also used with NumberCruncher.

A data file containing the necessary parameters for states to be updated is maintained online. As states change their tax law, we'll be updating this data file. To make sure you have the latest data file, run the State Death Tax Manager and click the Download Latest Data button. The State Death Tax Manager also allows you to create your own state.

If you do create your own state, make sure you select it in the Domicile input on Step 1: Client Information of the Inputs Section.

Launch the State Death Tax Manager by clicking the State Death Tax Manager button on the bottom of the Inputs Section. There's also a link to it on the View menu.