Estate Forecaster software helps practitioners evaluate estate planning strategies
Article Abstract:
The author discusses RIA Group's Estate Forecaster estate planning software which he finds to be a beneficial product for estate planners.
Publication Name: Estate Planning
Subject: Law
ISSN: 0094-1794
Year: 2000
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Pension & Roth IRA Analyzer software calculates distributions from quallified plans and IRAs
Article Abstract:
The author discusses and positively evaluates Pension & Roth IRA Analyzer, v. 5.14 software which aids in distribution planning for IRAs and pension plans.
Publication Name: Estate Planning
Subject: Law
ISSN: 0094-1794
Year: 2000
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Wealth Transfer Planning prepares a broad range of estate planning documents
Article Abstract:
Many estate planning documents can be prepared with the aid of the software program, Wealth Transfer Planning, Version 2.0, which is available from RIA Group. The program includes wills, various complex trusts, family limited partnerships, and powers of attorney. Administrative forms such as engagement letters and fee agreements are also included. The user friendly program is useful also for its cross-references to tax law provisions.
Publication Name: Estate Planning
Subject: Law
ISSN: 0094-1794
Year: 1998
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- Abstracts: A marriage of convenience: the credit shelter trust and qualified plan and IRA benefits. Avoiding a penalty on early distributions from qualified plans and IRAs
- Abstracts: Minority discount was applied to determine FMV before special-use valuation was calculated. Estate tax deductions were not limited to size of probate estate