TOTAL Planning Suite 

Jun 14, 2010, By Donald H. Kelley

Serve all phases of your client’s retirement plan with this suite of tools...

Roth IRA Conversion Evaluator 

May 12, 2010, By Donald H. Kelley

A sophisticated tool for evaluating Roth IRA conversions...

SunGard MyWealthSeries 

Apr 13, 2010, By Donald H. Kelley

Collaborate with clients with this financial planning tool designed for your website...

The Deal on Repeal 

Mar 17, 2010, By Donald H. Kelley

An estate tax Internet resource guide...

Accruit 

Feb 10, 2010, By Donald H. Kelley

Streamlining the management of like-kind exchanges...

Analyzing ILITs 

Jan 13, 2010, By Donald H. Kelley

InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts...

Roth Conversion 2010 

Dec 8, 2009, By Donald H. Kelley

A new software package helps advisors deal with the complexities and opportunities presented by Roth conversions after 2009...

WealthDocx 7 

Nov 11, 2009, By Donald H. Kelley

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

More Word Tips and Tricks 

Oct 14, 2009, By Donald H. Kelley

Learning to efficiently originate and edit documents in Microsoft Word...

Rockit 

Sep 15, 2009, By Donald H. Kelley

For family offices, a full-featured data management and accounting service...

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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

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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