Donald Kelley gives the ACTEC Wealth Advisor App five out of five stars. The ACTEC Wealth Advisor is an ipad app that allows professionals to search for ACTEC fellows, frequently cited statutes, and reference the Applicable Federal Interest and 7520 rates. In addition, the application allows its users to calculate GRATs. Finally, the application acts as a news source and provides up to date information on estate planning legislation from United States Congress and the states.
Please click here to download the app.
See Donald Kelley, The ACTEC Wealth Advisor App, WealthManagement.com, Mar. 13, 2013.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.
