WealthDocx 2011
Here’s the latest in automated will and trust drafting from WealthCounsel....
Drafting Wills and Trust Agreements
Document assembly after the 2010 Act...
Wealth Transfer Planning
2011 Tax Law Changes
Revisions required for Estate Tax calculation programs...
Planning Perspectives
Planning Perspectives is a website designed for use by charitable organizations to facilitate collaboration among the donor, the donor’s advisors and others to evaluate the donor’s gift making plans and actual gift making. ...
A comprehensive set of modules addressing wealth planning needs
BNA Wealth Manager is designed to address planning and analysis for retirement, insurance and disability needs, education funding, individual retirement account distribution, long-term care and gifts and estate arrangements....
GEMS (Gillett Estate Management Suite)
Automated estate and gift tax returns and fiduciary accounting in one package ...
Navigating the IRS website
Quickly finding what you need on IRS.gov...
Gsphere
Comprehensive analysis of investment diversification...
VestingPoint.com’s Retirement Calculator
Evaluate retirement projections with this online tool...
