Donald H. Kelley

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State Estate and Inheritance Tax Calculations 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. Since then, the...

A variety of free calculators are available on the Internet for quick, specialized computations relating to pension plans and individual retirement accounts

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...

The information in this e-letter is not intended to be an exhaustive listing of all accounting, portfolio management and information management solutions for the family office. But I am providing some key examples of...

In the world of trust and estates software, no package is all things to all users trying to perform a given task. So, when looking to buy software, focus on what works for you. To help with the process, I offer the...

The Internet provides a wide variety of websites that present resources useful for the various aspects of estate plan preparation, including planned giving, understanding and implementing planned giving techniques...

This article updates the guide published in Trusts & Estates, volume 143 (January 2004) and examines trust and estates software and online resources. In practice, the distinction between Internet-based resources and...