FinPlan Equal Shares–Law Books and Legal Information–West
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FinPlan Equal Shares

FinPlan Products and Services, Books and CD-ROMs Featured at Thomson West
 

Application Walkthrough

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  (see description at bottom for explanation)
 
 

Input Data

The charts menu contains a collection of charts to display asset and liability distribution.  Charts from the left column show distributions using pre-tax values while charts from the right use after-tax values.  Since liabilities are not taxed, they are not included in the after-tax column.

Distribution charts display summary data in pie chart format, which comparison charts go into more detail using bar charts.  Asset and liability breakdown charts show the top twenty assets or liabilities for the husband or wife, shown in order of descending value.