Advanced Financial Planning Wealth Management LLP

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

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 usefulness ****
  • Bob Keebler’s article and checklist on “Understanding the 3.8% Health Care Surtax;”
  • Reports: “From the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview” by L. Paul Hood, Jr and “33 Key Things to Know About Form 8939” from the Lackner Group;
  • Charts addressing numerous planning areas such as capital gains, estate tax elections, IRA and Roth IRA flowcharts and generation skipping;
  • Articles and publications by Phil Kavesh and others on estate and IRA planning;
  • Programs and training presented by various individuals and services;
  • Magazines and subscriptions addressing estate and wealth planning; and
  • Vendors and marketing companies providing services to estate and financial planners with links to them.

What About Help and Support?

This website is well organized and easily navigable. It includes a FAQ on Products that explains the nature, purchase and delivery of products for sale on the websiste and a FAQ on teleconferences. Telephone support is available regarding implementation of the publisher’s products.


Bottom Line

is a comprehensive compilation of services, products, articles and practice aids and provides very useful resources for the trusts and estates (as well as financial) practitioner. It’s a service to the profession to have this wide range of materials available on a single website.

Trusts & Estates magazine is pleased to present the monthly Technology Reviewby Donald H. Kelley—a respected connoisseur of the software and Internet resources wealth management advisors use to further their practices.

Kelley is a lawyer living in Highlands Ranch, Colo. and is of counsel to the law firm of Kelley, Scritsmier & Byrne, P.C. of North Platte, Neb. He is the co-author of the Intuitive Estate Planner Software, (Thomson – West 2004). He has served on the governing boards of the American Bar Association Real Property Probate and Trust Section and the American College of Tax Counsel. He is a past regent and past chair of the Committee on Technology in the Practice of the American College of Trust and Estate Counsel.

SRM's diversifying into FE, Int'l Econ, and IM

2007-12-02 05:45:52 by kidsuper

SRM's broadening its academic position in risk to include Financial Engineering, International Economics and Investment Management. All three of these areas will have designated MS and MBA (specialization) degree concentration(s) when their respective programs are established. SRM's recruiter base in insurance and risk is pretty steep, considering that the school retains all the networked goodwill of the former College of Insurance. The new electives of the MRM appear to focus more on strategic decision-making in risk, while the more technical courses are concentrating a bit more on advanced concepts in insurance

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