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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Note from the Editor

Rorie Sherman, Editor in Chief

Trusts & Estates is the town center where experts who serve the ultra-wealthy's planning needs gather to gain insight into their specialties and to learn about related professions. This community includes attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents and valuation experts.... More about us

Tech Center

Don Kelley's Tech Review

Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley -- a respected connoisseur of software and Internet resources wealth management advisors use to further their practices.

View Past Tech Review Newsletters

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