Financial Planning Software > Reports > Ownership

The Ownership Pie chart is a 3D pie chart that illustrates the present year allocation of assets based on ownership. Ownership includes, Client, Spouse, Joint, Community Property, and Trusts (all trusts in Express are irrevocable trusts such as a CRUT, CRAT, GRAT, GRUT, QPRT, defective trusts, etc.)

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