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Technology Review Archive

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Pallette Platform

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

Cowles TrusTerminator

Finance Logix

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

Estate Planning After 2010

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

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...

TOTAL Planning Suite

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

Roth IRA Conversion Evaluator

A sophisticated tool for evaluating Roth IRA conversions...

SunGard MyWealthSeries

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

The Deal on Repeal

An estate tax Internet resource guide...

Accruit

Streamlining the management of like-kind exchanges...

Analyzing ILITs

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

Roth Conversion 2010

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

WealthDocx 7

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

More Word Tips and Tricks

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

Rockit

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

Latest in Internet Calculators

Here are your links to free tools that perform specialized computations for estate, retirement and financial planning...

Let the Software Do the Math

Tiger Tables and similar programs do standalone computations of actuarially based estate-planning techniques—and more...

Get More Out of Outlook

Go beyond the basics with Microsoft’s software package...

TrustPortal

It’s more than trust accounting. It’s also – a wealth management tool for trust and investment management...

ClientVision

Enhance your Outlook software to help manage your client relationships and data...

Save Time, Money with Automated Drafting

"Wealth Transfer Planning" software is a state-of-the-art drafting system for taxable estates ...

A Tool for Retirement Advice

Should you use “Retirement Savings Planner 2009” software?...

Don Kelly Tech Review: SunGard WealthStation

SunGard WealthStation is all about convergence. It presents a common interface for financial planning, asset allocation, proposals, account balancing and back-office operations...

Don Kelly Tech Review: PT Manager

Keep track of trust data and expedite trust administration...

Speed Up Your Document Editing

Be your own document reviewer with these tips for quick editing....

Technology Review Archive

Technology Review Archive...

Commercially Available Software Applications for Trusts & Estates Professionals

Commercially Available Software Applications for Trusts & Estates Professionals...

Free Software for Trusts & Estates Professionals

Free Software for Trusts & Estates Professionals...

2007

Technology Review December 2007

Technology Review November 2007

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Technology Review September 2007

Technology Review August 2007

Technology Review July 2007

Technology Review June 2007

Technology Review May 2007

Technology Review April 2007

Technology Review March 2007

Technology Review February 2007

Technology Review January 2007

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Tech. Review

Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.

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Philanthropy Tax Guide

Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

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2011 Trust Glossary

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50 Years Ago This Month

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)

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