Technology Review
Planned Giving Design Center
A community for planned giving advisors and organizations...
Life Settlement NumberCruncher
Software designed to help you decide whether to keep or settle life insurance...
Retirement Distributions Planner
Quick retirement-planning computations for the trusts-and-estates practice...
Googling for Trusts and Estates Materials on the Web
Quick, easy and free searching for T&E practice resources on the Internet
For information, many trusts-and-estates professionals rely on commercial tax research services. The strengths of these services are their search capabilities, the scope and depth of their content, and the quality of their expert analysis and commentary. But sometimes you can accomplish certain search goals more easily with generic, free search engines, such as Google. Of course, these search engines are no substitute for commercially available products and services. But they are quick, convenient and practical. ...
Some Like It Hot!
Are keyboard combinations quicker than the mouse? They can be -- if you know how to use them...
Windows Tips and Tricks
Become a more efficient Windows user. Here are some things the computer folks never told you...
Charitable Trusts Programs: Beyond Basics
With advanced features and functionality, these programs offer more than what first meets the eye...
Brentmark Charitable Financial Planner
This nifty program calculates the tax results of charitable transfers and presents them in a way that is easy to use...
Mac vs. PC: What Works for the T&E Practitioner?
Most trusts-and-estates practices are devoted to the Windows operating system and related networking. The recent popularity of Apple products, however, may make you wonder whether Apple's Mac might offer some superior capabilities in a trusts-and-estates practice environment. ...
Get Graphic
Computer-generated images to enhance your client and group presentations are easily created; some are even ready-made...
