Nontaxable Assets

If there are life insurance policies, lifetime gifts, or other assets that have already been removed from the estates of the husband and wife, but you still wish to show such values in the flowcharts and other reports, be sure that you select the Include Nontaxable Assets check box (in Step 2 of the Inputs section).

This checkbox is checked by default. Nontaxable assets appear in the far-right column of the Flowcharts.