Yourefolio™ Partners with Brentmark Inc.’s Estate Planning Tools Providing Advanced Planning Calculations
Yourefolio™, the leader in estate and legacy planning software, has partnered with Brentmark, Inc. to provide advanced planning calculations through the Yourefolio™ platform. Brentmark, Inc. the leader in advanced planning calculations for estate, retirement, and charitable planning, provides tools for highly accurate calculations, visual reports, and a solid understanding of many tax decisions that High Net Worth clients face when planning for the transfer of their estate.