Contingent Planning & Special Expenditures

I have several special expenditures within the next 10 years that would not exist if I die before their schedule dates. When I activate Contingent planning I delete them from the special Expenditures database. Does the program know to include these items if I die after they occur but to not use them if I die before they occur? It seems to me that if I delete them the program can't consider these expenses unless there is a separate Contingent database. Would appreciate a clarification.
James Mavrogenis


dan royer's picture

Yes, it does know to include them if you schedule a death after those expenses occur. So your contingency reports would reflect the fact that those expenses occurred in the past, before anyone died. But of course if you schedule a death prior to those expenses, then the contingency prevails and the expenses are removed just as you planned.

We use cookies to deliver the best user experience and improve our site.