FileCenter 

Facilitates navigation among files, file management and the scanning and organization of documents
...

Introducing Adobe Acrobat 

You may create PDF files for convenient document delivery and collaborative drafting, with Adobe Acrobat. Here are some suggestions and information for getting the most out of Acrobat. ...

State and Inheritance Taxes 

The Economic Growth and Tax Relief Reconciliation Act (EGTRRA) of 2001 phased out the federal credit for estate taxes for deaths starting in the year 2005. ...

Web-Based Calculators -- Part 2 

For your retirement planning practice, there are many calculating resources available online. Here are some examples relating to pension plans, individual retirement accounts (IRAs) and Roth IRAs....

Web Based Calculators -- Part 1 

You may be surprised at how many calculating resources that could be of use in your practice are available free on the Internet. How many times a day could you use quick, standalone calculations that would spare you having to launch larger, more comprehensive estate or financial planning programs?...

Internet Resources for Family Offices 

What's on the Web to assist with the formation, organization and operation of a family office...

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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

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