SYSTEM AND METHOD FOR PROBABILITY-BASED MULTI-GENERATIONAL ESTATE PLANNING
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United States of America Patent
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Issued Date -
Mar 4, 2010
app pub date -
Aug 26, 2008
filing date -
Aug 26, 2008
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
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
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Family
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