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What if my client’s gender is neither male nor female?

Here is the reason we ask for the parties’ gender: 1. A few states still have headings on their child support guidelines of “mother” and “father.” 2. The pension mortality tables are male and female. If there is a defined benefit pension, you should pick whichever gender you think will more closely match the mortality […]

Why do you not have pennies or cents in the calculations?

Our view is that in general, pennies or cents are not meaningful. In addition, we are frequently dealing with situations in in which is difficult to fit all of the numbers and text on a particular line. To enable numbers to fit as well as possible, we have adopted a rule that all numbers are […]

How can I use the software as a general financial planning tool?

Many people have told us that the software is so good that they would like to use it for general financial planning. With some minor juggling, it is possible to do this. To use the software for planning outside of the divorce context, do the following: That’s it! The software’s reports will now reflect the […]

What do you think about the prohibition against “double dipping?”

“Double dipping” is the notion that one should not use the same asset both for property division and for child and spousal support. Most typically this concept arises in situations where one party wants to use the income from the same asset for both property division and alimony/support. This usually comes up in the context […]

How can I my firm name and firm logo to print on my Financial Plan reports?

Your logo can appear on the report that prints when you select multiple reports to print at once. To get your logo to print on a financial report, do the following: CLOUD: 1. Log in. 2. Click Settings > Configuration > Set Report Options. 3. Scroll down and click “Upload your logo,” as shown below. […]

How can I show notes on a report when I print?

At the top and often the bottom of most reports, there is a link labeled “Click here to add a note.” At the end of the line for the note, there is another button. Click that button to enable you to expand the note. .

Why are my footnotes not printing?

Question: Why are my footnotes not printing? Answer: There can be a several reasons why the footnotes are not printing. 1. Asset footnotes will print only with assets. If the footnote is associated with a residence, business, insurance policy, vehicle, IRA/401(k), investment, or defined-benefit pension, then the footnote is considered an “asset” footnote and will […]

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