Cheshire Wealth Manager 

Jan 11, 2012, By Donald H. Kelley

A suite of retirement planning tools serving all phases of the retirement process...

Mystatewill.com 

Dec 13, 2011, By Donald H. Kelley

All you want to know about intestacy in every state...

Summitas 

Nov 14, 2011, By Donald H. Kelley, of counsel to the law firm of Kelley, Scritsmier & Byrne, P.C. of North Platte, Neb.

Information, document preservation and networking for the high-net-worth client family....

Fore! Virtual Estate Planning System 

Oct 12, 2011, By Donald H. Kelley

A web-based client introduction and basic document generation package....

Planned Giving Design Center 

Sep 14, 2011, By Donald H. Kelley

A community for planned giving advisors and organizations...

Pallette Platform  

Aug 17, 2011, By Donald H. Kelley

Managing client data for the financial advisor and the investing family ...

Cowles TrusTerminator 

Jul 13, 2011, By Donald H. Kelley

Finance Logix 

Jun 15, 2011, By Donald H. Kelley

Retirement, insurance, estate and education planning combined in a web-based facility....

Estate Planning After 2010 

May 11, 2011, By Donald H. Kelley

Resources, opinions and suggestions available on the Internet...

WealthDocx 2011 

Apr 11, 2011, By Donald H. Kelley

Here’s the latest in automated will and trust drafting from WealthCounsel....

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Topics of Interest

Estate Tax	Donor Advised Funds
GSTs	Family Offices
Private Foundations	Life Insurance
2010 Tax Act News	2011 Industry Trends Survey

Poll

Videos

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

Click here to read the issue.

50 year ago, in February 1962, we featured articles such as: "New Techniques for Preparing Wills" by Ralph R. Neuhoff, "Trust Salesmen" by J. David Lynch, "Social Consciousness and Private Charity" by Lowell H. Brammer and "Life Insurance as an Inflationary Hedge" by R. Edwin Wood.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

Press Releases