Sometimes you need to update info on a past clients, this is the way to do this without having to re-create it all:
1) Go to Income Plans then Create Income plan (not past plan)
2) Select name or client/ plan from drop down menu
3) This will bring you to the original plan screen with name, age and tax
4) Make the change
5) Go to the bottom of the page on the left hand side click Save client
Now you can go back and do a normal Income Plans , Past Plans search then click on the plan (open the software) and you will see names or ages changed. Just remember to generate the new plan to save it with new info.
Watch a video HERE of how to do this!