SYSTEM AND METHOD FOR PROBABILITY-BASED MULTI-GENERATIONAL ESTATE PLANNING

摘要

The systems and methods described calculate ranges of wealth for an estate and for one or more recipients of multi-generational estate transfers. The calculations utilized in the systems and method considered a plurality of options for transferring wealth from a grantor to multi-generational recipients. The systems and methods also process a large number of simulations for different scenarios in the transfer of wealth. The tangible results from the processing of the options and scenarios are probabilistic distributions of total wealth for the giving estate and the receiving generations