Estate Planning

Top 5 Reasons to try estate planning on Checkpoint®

1.       Complete primary source material – codes, regulations, revenue rulings and procedures, cases, treatises, PLRs, TAMs, GCMs and more.

2.       Over 20 exclusive WG&L treatises – cover the most authoritative analysis available and provide estate planning techniques to use for your clients’ best advantage.

3.       Practice aids – such as sample will and trust forms and clauses, checklists, client letters and IRS correspondences to streamline your business.

4.       In-depth comprehensive analysis – with citations and links to all controlling and relevant authorities.

5.       Updates on new developments – with Estate Planners Alert newsletter, Howard Zaritsky’s Estate Planning Update eNewsletter and Estate Planning journal, with archive of previous articles.

Thomson Tax & Accounting’s Estate Planning products give you the most in-depth expert commentary and analysis available in the industry, from WG&L, PPC and RIA to guide estate planning professionals from plan development to drafting and administration of the final estate.

The Warren, Gorham and Lamont (WG&L) treatises and journals are the definitive resource for strategies and insights written by some of the nation’s leading experts in estate planning. They provide comprehensive analysis and insights from respected experts like renowned author Howard M. Zaritsky.

Estate Planning Features

Checkpoint workflow

·                  Estate Planning Topic Index

·                  “Top of Line” Links to WG&L Tax Treatises, Statutes, Explanations, Historical Notes, etc.

·                  Side Line Links to WG&L Tax Treatises, Statutes, explanations, Historical Notes, etc.

Currency

·                  Newsletter RIA Estate Planner’s Alert (WEPA)

·                  Howard Zaritsky’s Estate Planning Update

·                  Estate State Summaries

Practice Aids

·                  Estate Forms and Legal Agreement and Clauses

·                  IRS Forms

·                  Estate Planning Checklists

·                  Estate Client Letters

·                  Estate Sample IRS Correspondence

·                  Form/Line Finder

Expertise and Guidance

The WG&L treatises provide in-depth authoritative analysis. The guidance from PPC provides practical solutions and the expertise from RIA offers insightful commentary and advice.

Other software in addition to Checkpoint:

·                  Zcalc

Major packages in the Estate Planning product line:

Estate Planning Complete (WESPC)

·                  Estate Planning Library

·                  WG&L Estate Planning Treatises

·         Waiting out EGTRRA’s Sunset Period: Practical Planning while Congress Debates Estate Tax Repeal

·         Advising the elderly or Disabled Client, Second edition

·         Asset Protection: Legal Planning, Strategies & Forms

·         Charitable Gifts, Third edition

·         Estate Planning & Wealth Preservation: Strategies and Solutions

·         Estate Planning for Farms and Other Family-Owned Businesses

·         Estate Planning Law & Taxation, Fourth Edition

·         Federal Estate & Gift Taxation, Eighth Edition

·         Federal Income Taxation of Estates & Trusts, Third Edition

·         Federal Tax Valuation

·         Federal Taxation of trusts, Grantors & Beneficiaries, Third Edition

·         Generation-Skipping Transfer Tax: Analysis with Forms, Second Edition

·         Irrevocable Trusts: Analysis With Forms

·         Personal Financial Planning Handbook, Second Edition

·         Post Mortem Tax Planning, Third Edition

·         Representing the elderly or Disabled Client: Forms and Checklists with Commentary

·         Retirement Planning: Tax & Financial Strategies, Second Edition

·         Structuring Buy-Sell Agreements: Analysis with Forms, Second Edition

·         Structuring Estate Freezes: Analysis with Forms, Second Edition

·         Tax Planning for Family Wealth Transfers: Analysis with Forms, Fourth Edition

·         Tax Planning for Highly Compensated Individuals, Third Edition

·         Tax Planning with Life Insurance: Analysis With Forms, Second Edition

·         U.S. International Estate Planning

Estate Planning Library (WEPNT)

Same as Estate Planning Complete, without Treatises

·                  RIA’s Estate Planning Analysis

·                  Code-Arranged Estate Planning Annotations and Explanations

·                  Howard Zaritsky’s Estate Planning Update – a twice-monthly eNewsletter

·                  Estate Planner’s Alert – a monthly newsletter

·                  Estate and Gift Tax Treaties

·                  Estate State Summaries

·                  Estate Planning journal

·                  Estate Planning Practice Aids and Special Studies

·                  e-Form RS: Complete – all IRS Federal and State Forms

·                  706, 709 and 1041 Return Guides and Form/Line-finder – unparalleled IRS forms completion guidance

Add-ons to the Estate Planning Packages

·                  PPC’s Estate and Trust Consultant

·                  PPC’s Guide to Practical estate Planning

·                  PPC’s Estate and Gift Calculator

Estate Planning PDF

Links

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