Xpert Financial 

May 16, 2012, by Donald H. Kelley

The iPad-Its For Professionals Too 

Apr 11, 2012, By Donald H. Kelley and Brenda A. Kelley

How to incorporate Apple’s tablet into your practice...

Crummey Services 

Mar 14, 2012, by Donald H. Kelley

Automating administration of your Crummey trusts...

Mac vs. PC Redux -- What’s New With the Mac 

Feb 8, 2012, By Donald H. Kelley and Brenda A. Kelley*

Changes to Mac hardware and software of interest to trusts & estates professionals...

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 ...

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Topics of Interest

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

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Poll

Topics of Interest

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

E-Newsletter Signup

Videos

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

Click here to read the issue.

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

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

Press Releases