Joshua Tree Enterprises

Sign Up for Newsletter

About this Entry

This page contains a single entry by Associate Editor published on February 12, 2011 1:30 AM.

Answers to Your Tax Questions was the previous entry in this blog.

Texas Society of Certified Public Accountants reqest guidance from the IRS regarding the application of the 2% floor to trust and administrative costs is the next entry in this blog.

Find recent content on the main index or look in the archives to find all content.

Categories

Monthly Archives

Wealth Transfer Planning

By
Associate Editor
on February 12, 2011 TrackBacks (0) Comments (0)

Donald H. Kelley recently published "Wealth Transfer Planning" (WTP) on February 9, 2011, version 5.3.3, is a sophisticated automated drafting system for estate planning documents, created by Jonathan G. Blattmachr and Michael L. Graham. It's a part of InterActive LegalSuite, which is a collection of productivity solutions published by InterActive Legal, an ILS Management program. Since the review of this product in a March 2009 Tech Review (Save Time, Money With Automated Drafting), the WTP has been further enhanced with expanded drafting options, as well as new document capabilities.

Click here to read the entire article.

Posted by Yi Song, Associate Editor, Wealth Strategies Journal.


Categories:

0 TrackBacks

Listed below are links to blogs that reference this entry: Wealth Transfer Planning.

TrackBack URL for this entry: http://www.wealthstrategiesjournal.com/mt/mt-tb.cgi/4657

Leave a comment