Articles

Advisor Software – ASI Wealth Manager – goalgamiPro

Thu, 09 Jul 2015 15:50:00 +0000

A system for goal based financial and retirement planning calculation and illustration

Donald H. Kelley reviews a cloud-based application intended to produce a quick assessment of the client’s ability to meet family goals

Resources for Social Security Retirement Benefits

Tue, 09 Jun 2015 13:29:00 +0000

Planning for Social Security Benefits

Donald H. Kelley rounds up and reviews readily-accessible Internet resources for calculating benefits

Directive Communications Systems

Tue, 12 May 2015 13:29:00 +0000

Storing information on digital accounts/assets and implementing probate processing

Donald H. Kelley reviews Directive Communications Systems, a notification and distribution service for estate administrators that provides comprehensive personal digital account and digital asset organization and management

Advisor View

Tue, 14 Apr 2015 13:31:00 +0000

A system for portfolio reporting and analysis

Donald H. Kelley reviews Advisor View, a portfolio reporting and analysis system

The Portability Calculator

Tue, 10 Mar 2015 13:33:00 +0000

A spreadsheet designed to assist you in evaluating the portability election

Donald H. Kelley discusses "The Portability Calculator," a program designed to assist you in evaluating the portability election.

Recent Developments in Tech Resources for the Trusts & Estates Practice, Part 2

Tue, 10 Feb 2015 15:44:00 +0000

Software and internet resources for trusts and estates practitioners

Donald H. Kelley concludes his overview of 2014's top tech resources for estate planning practitioners.

Recent Developments in Tech Resources for the Trusts & Estates Practice, Part 1

Tue, 13 Jan 2015 14:04:00 +0000

Developments in software and internet resources for estate planners in 2014

Donald H. Kelley offers part 1 of his overview of the year's most interesting online resources for estate planners

Gillett Estate Management Suite Update

Tue, 09 Dec 2014 14:34:00 +0000

Automated estate and gift tax returns and fiduciary accounting modules

Donald H. Kelley updates his review of the Gillett Estate Management Suite.

Trusts and Estates Practice Resources on the Internet

Tue, 11 Nov 2014 14:32:00 +0000

General references and specific links to web-based practice help

The Internet provides an amazing repository of information, primary law, estate planning techniques and other materials needed in the trusts and estates practice.

TOLI Vault

Tue, 14 Oct 2014 14:09:00 +0000

Storing and analyzing information on life insurance policies and their backgrounds

Donald H. Kelley reviews TOLI Vault, a platform for storing and analyzing information on client life insurance policies

ContractExpress

Wed, 10 Sep 2014 13:53:00 +0000

A document assembly system for creation and review of contracts

Donald H. Kelley reviews Contract Express, a contract document assembly and review system

Online Resources for Business Succession Planning

Wed, 13 Aug 2014 13:31:00 +0000

Family business succession planning resources on the Internet

Donald H. Kelley offers a guided tour of the various family business succession planning resources on the Internet.

Internet Calculators for Estate Planners

Wed, 16 Jul 2014 14:13:00 +0000

Online tools that perform specialized computations for estate, retirement and financial planning

Donald H. Kelley provides a comprehensive list of internet calculators relevant to estate planning professionals.

Online Resources for Portability Planning and Filing

Wed, 11 Jun 2014 14:26:00 +0000

Planning for and electing portability of the unified credit

Donald H. Kelley offers a primer on the various portability planning resources available around the Internet.

Tech Review: SunGard’s WealthStation CompAct

Wed, 14 May 2014 13:32:00 +0000

A web-based system for financial, retirement and estate planning

WealthStation CompAct is a stand-alone, comprehensive financial planning tool that allows you to generate financial plans quickly and interactively.

Online Resources for Income Tax Planning as Part of Estate Planning

Wed, 16 Apr 2014 13:38:00 +0000

Estate planning and administration income tax resources on the internet

Donald H. Kelley offers a comprehensive guide to easily-accessible income tax resources around the Internet.

Decouple Cruncher

Wed, 12 Mar 2014 13:44:00 +0000

A program computing variations of state estate taxes, both single- and multi-state

Donald H. Kelley reviews Decouple Cruncher, a robust state estate tax calculator

DonorPerfect

Wed, 12 Feb 2014 14:36:00 +0000

Managing donor information and fundraising for charitable organizations

Donald H. Kelley reviews DonorPerfect, a platform designed to assist charitable organizations in accumulating, entering and managing donor data and creating useful reports for targeted fund raising and volunteer efforts.

T&E Software and Cloud Resources

Thu, 06 Feb 2014 16:45:00 +0000

Keep up with the changing technology

Donald H. Kelley describes some of the myriad resources available online for estate planners

State Estate Taxes Post-ATRA

Wed, 08 Jan 2014 14:40:00 +0000

Developments in state estate and inheritance taxes after the ATRA

Donald H. Kelley gives an overview of recent developments in this area and suggests some internet resources to aid your practice

Advisor’s Ally

Wed, 11 Dec 2013 14:42:00 +0000

Efficiently keep track of your clients’ data, preferences and investments

Donald H. Kelley reviews Advisor's Ally, a software for easily keeping track of client data

Estate Planning for Pets

Wed, 13 Nov 2013 14:30:00 +0000

Resources on the internet for trusts and estate planning for pets

Donald H. Kelley offers a primer on the numerous internet resources available to assist in planning for your clients' pets

Planning for Farm Operators and Investors in 2013

Tue, 15 Oct 2013 19:05:00 +0000

Agricultural land and commodity prices and the Applicable Exclusion increase

Donald H. Kelley offers some guidance on the myriad resources available on the internet to assist in planning for farm operators and investors

Denver Tax Software

Wed, 11 Sep 2013 13:25:00 +0000

Free-standing programs that will help you with planning calculations

Donald H. Kelley reviews the various tax- and retirement-planning programs offered by Denver Tax Software

Bigfoot

Tue, 13 Aug 2013 19:44:00 +0000

Donald H. Kelley reviews Bigfoot Investments, an online investment management system designed to provide financial advisors with the necessary information to build portfolios and manage risk dispassionately

eLegacyConnect

Wed, 17 Jul 2013 13:30:00 +0000

Assisting your agricultural clients with succession planning

Donald H. Kelley reviews eLegacyConnect, a comprehensive guide to estate planning and succession for your agricultural clients.

Internet Services for T&E Practitioners

Wed, 12 Jun 2013 13:26:00 +0000

Effective and convenient practice aids on the Web

Donald H. Kelley offers a comprehensive list of useful practice aids for T&E profesionals from around the web

Estate Planning Strategies After ATRA 2012

Tue, 14 May 2013 19:15:00 +0000

Practice suggestions you can conveniently find on the internet

Donald H. Kelley has scoured the internet for the most interesting recent estate-planning articles dealing with ATRA. Here's what he found.

Veralytic

Wed, 10 Apr 2013 11:13:00 +0000

Tools to evaluate life insurance policies for ILIT administrators and others

Donald H. Kelley reviews Veralytic, a service that provides tools for the evaluation and administration of life insurance policies

The ACTEC Wealth Advisor App

Wed, 13 Mar 2013 12:31:00 +0000

A valuable iPad app for the trust and estate practitioner

Donald H. Kelley reviews the new ACTEC Wealth Advisor App, an iPad app that provides resources and tools for wealth-management professionals

Insurance Trust Monitor

Tue, 12 Feb 2013 16:41:00 +0000

Assisting with creation, administration and remediation of ILITs

Donald H. Kelley reviews Insurance Trust Monitor, a web-based service that assists in the management of ILITs

Drafting Assistant –Transactional Software

Tue, 15 Jan 2013 19:22:00 +0000

A tool for analyzing, proofing and checking your transactional documents

Donald H. Kelley reviews a new software that provides drafting and research tools, as well as document analysis, all from within your word processor

Market 76

Wed, 12 Dec 2012 17:00:00 +0000

A tool for CRM, portfolio accounting and performance reporting

Donald H. Kelley reviews Market 76, a tool for CRM, portfolio accounting and performance reporting

Appraise-Web

Wed, 14 Nov 2012 15:17:00 +0000

Web-based securities pricing for estate tax returns and other purposes

Don Kelley reviews Appraise-Web, an online securities pricing service from Evaluation Services, Inc.

The Ultimate Estate Planner

Tue, 16 Oct 2012 19:00:00 +0000

A range of useful resources for the trust and estate practitioner.

Donald H. Kelley reviews The Ultimate Estate Planner, a website that offers a suite of helpful resources for the trust and estate practitioner

SunGard’s Mobile Meeting

Wed, 12 Sep 2012 15:00:00 +0000

A mobile solution for financial, retirement and estate planning

Don Kelley reviews MobileMeeting, a program which focuses on using mobile technology to facilitate the advisor meeting with the client

CBData

Wed, 08 Aug 2012 14:22:00 +0000

Software for storing and maintaining your client’s information

Donald H. Kelley reviews CBData, a new product for storing, organizing and managing your client's essential information

ElderCounsel

Tue, 10 Jul 2012 19:18:00 +0000

Automated drafting for the Elder Law practitioner

Donald H. Kelley reviews ElderDocx, an automated drafting program for elder law practitioners

SmartDraw

Tue, 12 Jun 2012 18:02:00 +0000

What’s new in visual communication for trusts & estates professionals

Donald H. Kelley reviews SmartDraw, a new visual communication program for trusts and estates professionals

Xpert Financial

Wed, 16 May 2012 18:00:00 +0000

Online trading for private company securities

Don Kelley reviews Xpert ATS, an online platform for private company investing provided by Xpert Securities

Crummey Services

Wed, 14 Mar 2012 18:00:00 +0000

Donald H. Kelley

Automating administration of your Crummey trusts

Cheshire Wealth Manager

Wed, 11 Jan 2012 19:00:00 +0000

Donald H. Kelley

A suite of retirement planning tools serving all phases of the retirement process

Mystatewill.com

Tue, 13 Dec 2011 15:06:00 +0000

Donald H. Kelley

All you want to know about intestacy in every state

Summitas

Mon, 14 Nov 2011 19:30:00 +0000

Donald H. Kelley, of counsel to the law firm of Kelley, Scritsmier & Byrne, P.C. of North Platte, Neb.

Information, document preservation and networking for the high-net-worth client family

Information, document preservation and networking for the high-net-worth client family.

Fore! Virtual Estate Planning System

Wed, 12 Oct 2011 18:00:00 +0000

Donald H. Kelley

A web-based client introduction and basic document generation package

A web-based client introduction and basic document generation package.

Planned Giving Design Center

Wed, 14 Sep 2011 18:00:00 +0000

Donald H. Kelley

A community for planned giving advisors and organizations

Pallette Platform

Wed, 17 Aug 2011 13:00:00 +0000

Donald H. Kelley

Managing client data for the financial advisor and the investing family

Cowles TrusTerminator

Wed, 13 Jul 2011 18:00:00 +0000

Donald H. Kelley

Systematic termination of revocable trusts

Kelley Rating (one asterisk = lowest, to five asterisks = highest): Ease of navigation, design of interface and learning curve **** Instructional documentation and help system **** Carries out the goal of the product as advertised ***** Overall ...

Finance Logix

Wed, 15 Jun 2011 18:00:00 +0000

Donald H. Kelley

Retirement, insurance, estate and education planning combined in a web-based facility.

Estate Planning After 2010

Wed, 11 May 2011 13:00:00 +0000

Donald H. Kelley

Resources, opinions and suggestions available on the Internet