Completion of the Estate Planning Data Taker gives you the information needed to move into the estate analysis and plan recommendation stages.
- If you are using Ohio National's Estate Tax Calculator, the information contained in the Data Taker will give you the data you need to run abbreviated estate analysis reports from your computer.
- If you are using Ohio National's Estate Analysis Service (EAS), the information contained in the Data Taker will give you the data you need to complete the Request for Estate Analysis Report (Form 2490).
Throughout this section, you have been presented with both the facts of the Stevens' case and comments regarding planning needs and solutions. The final assignment of this course gives you a chance to complete an estate tax calculation using Ohio National's Estate Tax Calculator.
