Free Calculators for Estate Planning Professionals

An article in the January 8, 2008 issue of Trusts and Estate magazine provides a good survey of some of the free resources available on the internet. 


Of particular note:

PhilantroCalc for the Web is free via Ashland University as well as other charitable organizations' websites. It includes calculators for charitable gift annuities, CLTs, CRATs and CRUTs.

72t on the Net offers a life expectancy calculator for all commonly used mortality tables, an elaborate compound interest calculator and calculators for both Roth eligibility and Roth conversion.

Assetstream provides an advanced calculator that computes the tax advantages of donating appreciated stock to charity, taking into account both federal and state income tax rates.