Sponsored By
Trusts & Estates logo

Free Software for Trusts & Estates ProfessionalsFree Software for Trusts & Estates Professionals

Free Software for Trusts & Estates Professionals

January 10, 2008

3 Min Read
Wealth Management logo in a gray background | Wealth Management

AccountantsWorld has a free estate tax estimator, allowing data entry by groups of assets.

Advisortek has financial-planning calculators for rates of return, portfolio evaluation, retirement and investment diversification.

Assetstream provides an advanced calculator that computes the tax advantages of donating appreciated stock to charity, taking into account both federal and state income tax rates.

Bankrate.com furnishes a variety of online calculators, including: mortgages; small business (profit margins and internal ratios); credit cards; and CDs (laddering, interest, investments and savings goals.)

The Bureau of Public Debt has the Online Savings Bond Calculator for computing the value of EE, E, I bonds and Savings Notes. Its Savings Bon...

Unlock All Access Premium Subscription

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today!

Already Subscribed?