| Enhance your Outlook software to help manage your client
relationships and data |
Kelley Rating (one asterisk = lowest, 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 ****
Many professionals use Outlook as a client information database. Now,
the web-based application service ClientVision
1.0 (AdviceAmerica) expands Outlook 2007 so that users have access to a
whole new dimension of client information.
It increases Outlook’s data storage and organization abilities to
include extensive client financial, personal and contact information.
ClientVision gives users the ability to collaborate easily with
the client’s other advisors, access client data, and work without the
need of desktop software applications nor the support of an internal IT
system.
To continue reading article click here.
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From the Latest Issue
QPRTs Can Be A Good Deal
Now
By Michael M.
Mariani
 Qualified personal residence trusts (QPRTs) are generally
not considered effective in a low interest rate environment. And these
days, the Internal Revenue Code Section 7520 rate is at historic lows.
Yet, QPRTs present an estate-planning opportunity to be seriously
considered now because of the decline in the value of real estate during
the last 18 months. The technique becomes even more attractive when the
trust agreement refers to the grantor's retaining a reversionary
interest.
READ THE
REST |
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Note from the Editor
Trusts & Estates is the town center where experts who serve the
planning needs of the ultra-wealthy gather to gain insight into their
specialties and to learn about related professions. Community members
include estate-planning lawyers, corporate and individual trustees,
financial planners, accountants, investment advisors, charitable giving
specialists, family office executives, insurance agents, valuation
experts and the like....More about us
Rorie Sherman, Editor in Chief |
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The Estate Tax Audit Rate is Skyrocketing! This
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developers of APPRAISE, provide stock and bond valuations which stand up
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 Learn how to get the most out of your computer as you
work with trusts and estates matters in this webinar on Thursday, April
30, 2009 at 4:00pm ET. Register
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