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June 1, 2005
Articles
Rethinking How To Give
The next few years will see tremendous change in the world of philanthropic planning. Non-profit entities, as well as the financial and estate-planning...
Tax Benefits For Charitable Gifts
The federal government helps your clients be philanthropists with tax incentives that greatly reduce the out-of-pocket cost of charitable gifts and in...
Online Resources: Charitable Planning and Administration
The Internet provides a wide variety of websites that present resources useful for the various aspects of estate plan preparation, including planned giving,...
Jumpstart
Jumpstart believes all children deserve equal access to literacy and social skill development activities, regardless of socioeconomic or parental conditions....
Note from the Editor
Trusts & Estates is the town center where experts who serve the ultra-wealthy's planning needs gather to gain insight into their specialties and to learn about related professions. This community includes attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents and valuation experts.... More about us
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Bookstore / Library
Tech Center
Don Kelley's Tech Review
Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley -- a respected connoisseur of software and Internet resources wealth management advisors use to further their practices.
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