Trusts are taxed differently than individuals and are subject to different tax guidelines. It is important for estate planning professionals to be mindful of the tax implications of trusts and to work to ensure that their clients’ assets receive the best available and most appropriate taxation per the IRS guidelines.

A key element of estate planning is to remember that  ‘things change.’ Assets today might not be available down the road. At the same time, assets might grow and require money to be moved around or reallocated when a spouse passes away.

The right estate planning software makes your work easier and helps your practice thrive. (Or at least it should, in theory!) Why, then, do so many estate planning attorneys find their new software not only less than helpful, but exasperating?