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.

Estate Forecaster (Personal finance software)

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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.

Commercial Banks, Software Publishers, Investment Banking and Securities Dealing, Financial, Acctg Software Pkgs (Micro), Bank Individual Retirement Accounts, Financial software, Employee benefits, Individual retirement accounts, Pension and Roth IRA Analyzer, v. 5.14 (Home legal software)

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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.

Legal practice software

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