{"id":1242,"date":"2023-08-01T12:19:00","date_gmt":"2023-08-01T16:19:00","guid":{"rendered":"https:\/\/actec.matrixdev.net\/?page_id=1242"},"modified":"2024-01-08T11:10:38","modified_gmt":"2024-01-08T16:10:38","slug":"wealth-advisor-tools-for-professionals","status":"publish","type":"page","link":"https:\/\/actec.matrixdev.net\/resources-for-wealth-planning-professionals\/wealth-advisor-tools-for-professionals\/","title":{"rendered":"Wealth Advisor Tools for Professionals"},"content":{"rendered":"\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<figure class=\"wp-block-image alignright size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"357\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-43.png\" alt=\"\" class=\"wp-image-1636\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-43.png 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-43-252x300.png 252w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/Wealth-Advisor-Mobile-App.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a>The American College of Trust and Estate Counsel is&nbsp;committed to improving the trust and estate profession through life-long learning. Our trust and estate resources and educational materials provide valuable information for lawyers, professors and financial services professionals.<\/p>\n\n\n\n<p class=\"has-text-align-left\">We recommend that trust and estate practitioners, wealth planning professionals and law students bookmark this page on your web browser or mobile device for easy access to the resources below.<br><\/p>\n\n\n\n<p class=\"has-text-align-center\"><a href=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/Wealth-Advisor-Mobile-App.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Directions for &#8220;app-like&#8221; access from your mobile device.<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\r\n    <div class=\"overflow-hidden mg-block-cta mg-check-external-links\">\r\n        <h2 class=\"font-heading text-xl font-semibold mt-0 mb-6\">\r\n            ACTEC Trust and Estate Talk        <\/h2>\r\n\r\n                    <img decoding=\"async\" alt=\"\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/ACTEC-Trust-and-Estate-Talk-1024x563.jpg\" class=\"object-cover w-full h-auto block aspect-20\/11 my-6\" \/>\r\n        \r\n\r\n        <p>ACTEC Fellows offer best practice advice, insights, and commentary on T&amp;E topics in this weekly podcast for wealth planning professionals.<\/p>\n\r\n                                <a class=\"wp-block-button__link\" href=\"https:\/\/actecfoundation.org\/blog\/podcasts\/ \" target=_blank rel=\"noopener noreferrer\">\r\n                SEARCH THE PODCAST LIBRARY            <\/a>\r\n            <\/div>\r\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide mb-10 is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.67%\">\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/actecfoundation.org\/blog\/podcasts\/\" target=\"_blank\" rel=\"noreferrer noopener\">ACTEC Trust and Estate Talk<\/a><\/h3>\n\n\n\n<p>ACTEC Trust and Estate Talk&nbsp;is&nbsp;a free weekly podcast series. The series offers wealth planning professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.&nbsp;<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/actecfoundation.org\/blog\/podcasts\/\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"601\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/TrustEstate-Talk.png\" alt=\"\" class=\"wp-image-20673\" style=\"width:200px\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/TrustEstate-Talk.png 601w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/TrustEstate-Talk-300x300.png 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/TrustEstate-Talk-150x150.png 150w\" sizes=\"auto, (max-width: 601px) 100vw, 601px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide mb-10 is-layout-flex wp-container-core-columns-is-layout-3 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/actec.matrixdev.net\/resources-for-trust-and-estate-associates-law-students\/actec-fellows-institutes\/\">ACTEC Institutes<\/a><\/h3>\n\n\n\n<p>The ACTEC Institutes offer a six-day program of intensive trust and estate education over a one-year period for third through sixth-year law associates. Programs are designed to develop&nbsp;the trust and estate profession\u2019s future leaders through a series of in-depth educational presentations.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/actec.matrixdev.net\/resources-for-trust-and-estate-associates-law-students\/actec-fellows-institutes\/\"><img decoding=\"async\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/FellowsInstitute.png\" alt=\"\" class=\"wp-image-20670\" style=\"width:200px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide mb-15 is-layout-flex wp-container-core-columns-is-layout-4 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/actec.matrixdev.net\/resources-for-wealth-planning-professionals\/state-death-tax-chart\/\">State Death Tax Chart<\/a><\/h3>\n\n\n\n<p>A regularly updated chart organized by state that includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type of Tax<\/li>\n\n\n\n<li>Effect of EGTRRA on Pick-up Tax and Size of Gross Estate<\/li>\n\n\n\n<li>Legislation Affecting State Death Tax<\/li>\n\n\n\n<li>2018 State Death Tax Threshold<\/li>\n<\/ul>\n\n\n\n<p><em>This publication was compiled for the College by ACTEC Fellow&nbsp;<a href=\"https:\/\/actec.matrixdev.net\/directory\/profile\/Charles-Fox\/490a084b-8d73-4194-8059-17ff6fe12aed\" target=\"_blank\" rel=\"noreferrer noopener\">Charles D. Fox, IV<\/a>.<\/em>&nbsp;<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/actec.matrixdev.net\/resources-for-wealth-planning-professionals\/state-death-tax-chart\/\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"600\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/State-Death-Tax-Chart.jpg\" alt=\"\" class=\"wp-image-20937\" style=\"width:200px\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/State-Death-Tax-Chart.jpg 600w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/State-Death-Tax-Chart-300x300.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/State-Death-Tax-Chart-150x150.jpg 150w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide mb-10 is-layout-flex wp-container-core-columns-is-layout-5 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/actec.matrixdev.net\/resource-center\/capital-letters\/\">Capital Letters<\/a>&nbsp;<\/h3>\n\n\n\n<p><a href=\"https:\/\/actec.matrixdev.net\/directory\/profile\/Ronald-Aucutt\/d623579f-4b1c-483b-bc74-3ec816d3257f\/\" target=\"_blank\" rel=\"noreferrer noopener\">Ronald Aucutt&nbsp;<\/a>is an ACTEC Fellow in Florida with Bessemer Trust. Capital Letters offers unique insights into the legislative process behind estate tax reform and related transfer tax deliberations of the United States Congress and administrative developments at the Treasury and IRS.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/actec.matrixdev.net\/resource-center\/capital-letters\/\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"600\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/Capital-Letters.jpg\" alt=\"\" class=\"wp-image-20934\" style=\"width:200px\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/Capital-Letters.jpg 600w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/Capital-Letters-300x300.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/Capital-Letters-150x150.jpg 150w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide mb-15 is-layout-flex wp-container-core-columns-is-layout-6 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/_pda\/2023\/08\/Nenno_state_nongrantor_tax_survey.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">State Income Tax on Nongrantor Trusts<\/a><\/h3>\n\n\n\n<p>A regularly updated&nbsp;chart organized by state that includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Statutory citations<\/li>\n\n\n\n<li>Factors resulting in imposition of tax<\/li>\n\n\n\n<li>Maximum tax rates on trusts<\/li>\n<\/ul>\n\n\n\n<p><em>This publication was compiled for the College by ACTEC Fellow&nbsp;<a href=\"https:\/\/actec.matrixdev.net\/directory\/profile\/Richard-Nenno\/6816688e-c8a2-476c-a8f3-ce5b0b3970cf\/\" target=\"_blank\" rel=\"noreferrer noopener\">Richard W. Nenno<\/a>.<\/em><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/_pda\/2023\/08\/Nenno_state_nongrantor_tax_survey.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-50.png\" alt=\"\" class=\"wp-image-1643\" style=\"width:200px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide mb-10 is-layout-flex wp-container-core-columns-is-layout-7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/actec.matrixdev.net\/tax-tables\/\">ACTEC Tax Tables<\/a>&nbsp;<\/h3>\n\n\n\n<p>The ACTEC&nbsp;Tax Tables are a handy resource and guide to frequently used tax information, revised through April 18, 2023.<\/p>\n\n\n\n<p><em>This&nbsp;publication was compiled for the College by ACTEC Fellows&nbsp;<a href=\"https:\/\/actec.matrixdev.net\/directory\/profile\/Susan-Bart\/eb09d91d-264d-400c-bf62-2eabd3acbf6e\" target=\"_blank\" rel=\"noreferrer noopener\">Susan T. Bart<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/actec.matrixdev.net\/directory\/profile\/Karen-Gerstner\/3f7a6f5e-374a-4765-9be0-5ab309805835\/\" target=\"_blank\" rel=\"noreferrer noopener\">Karen S. Gerstner<\/a>.<\/em><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/actec.matrixdev.net\/tax-tables\/\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"600\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/2023-Tax-Tables.jpg\" alt=\"\" class=\"wp-image-20942\" style=\"width:200px\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/2023-Tax-Tables.jpg 600w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/2023-Tax-Tables-300x300.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/2023-Tax-Tables-150x150.jpg 150w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide mb-10 is-layout-flex wp-container-core-columns-is-layout-8 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/www.irs.gov\/businesses\/small-businesses-self-employed\/section-7520-interest-rates\" target=\"_blank\" rel=\"noreferrer noopener\">AFRs and 7520 Rates<\/a><\/h3>\n\n\n\n<p>Links to IRS web pages showing current and historical Applicable Federal Rates (AFR) and Section 7520 Rates.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/apps.irs.gov\/app\/picklist\/list\/federalRates.html\" target=\"_blank\" rel=\"noreferrer noopener\">Index of Applicable Federal Rates (AFR) Rulings<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.irs.gov\/businesses\/small-businesses-self-employed\/section-7520-interest-rates\" target=\"_blank\" rel=\"noreferrer noopener\">Section 7520 Interest Rates<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/www.irs.gov\/businesses\/small-businesses-self-employed\/section-7520-interest-rates\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-46.png\" alt=\"\" class=\"wp-image-1639\" style=\"width:200px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide mb-10 is-layout-flex wp-container-core-columns-is-layout-9 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h3 class=\"wp-block-heading\"><a href=\"http:\/\/www.rogerhealy.com\/gratcalculator.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">GRAT Calculator<\/a><\/h3>\n\n\n\n<p>An easy-to-use calculator to calculate the required annual payout for a &#8220;zeroed-out&#8221; Grantor Retained Annuity Trust.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"http:\/\/www.rogerhealy.com\/gratcalculator.aspx\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"600\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-47.png\" alt=\"\" class=\"wp-image-1640\" style=\"width:200px\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-47.png 600w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-47-300x300.png 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-47-150x150.png 150w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide mb-10 is-layout-flex wp-container-core-columns-is-layout-10 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h3 class=\"wp-block-heading\"><a href=\"http:\/\/www.rogerhealy.com\/QPRTCalculator.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">QPRT Calculator<\/a><\/h3>\n\n\n\n<p>An easy-to-use calculator to calculate the taxable gifts for a Qualified Personal Residence Trust.&nbsp;<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"http:\/\/www.rogerhealy.com\/gratcalculator.aspx\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-48.png\" alt=\"\" class=\"wp-image-1641\" style=\"width:200px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The American College of Trust and Estate Counsel is&nbsp;committed to improving the trust and estate profession through life-long learning. Our trust and estate resources and educational materials provide valuable information [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":25531,"parent":1411,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_tec_requires_first_save":true,"_EventAllDay":false,"_EventTimezone":"","_EventStartDate":"","_EventEndDate":"","_EventStartDateUTC":"","_EventEndDateUTC":"","_EventShowMap":false,"_EventShowMapLink":false,"_EventURL":"","_EventCost":"","_EventCostDescription":"","_EventCurrencySymbol":"","_EventCurrencyCode":"","_EventCurrencyPosition":"","_EventDateTimeSeparator":"","_EventTimeRangeSeparator":"","_EventOrganizerID":[],"_EventVenueID":[],"_OrganizerEmail":"","_OrganizerPhone":"","_OrganizerWebsite":"","_VenueAddress":"","_VenueCity":"","_VenueCountry":"","_VenueProvince":"","_VenueState":"","_VenueZip":"","_VenuePhone":"","_VenueURL":"","_VenueStateProvince":"","_VenueLat":"","_VenueLng":"","_VenueShowMap":false,"_VenueShowMapLink":false,"_tribe_blocks_recurrence_rules":"","_tribe_blocks_recurrence_description":"","_tribe_blocks_recurrence_exclusions":"","footnotes":""},"class_list":["post-1242","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wealth Advisor Tools for Professionals<\/title>\n<meta name=\"description\" content=\"ACTEC provides tools and valuable resources for trust and estate lawyers, professors, and wealth management professionals.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Advisor Tools for Professionals\" \/>\n<meta property=\"og:description\" content=\"ACTEC provides tools and valuable resources for trust and estate lawyers, professors, and wealth management professionals.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/actec.matrixdev.net\/resources-for-wealth-planning-professionals\/wealth-advisor-tools-for-professionals\/\" \/>\n<meta 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