Estate Planning Research Products

All | WG&L Treatises only

The Tax & Accounting business of Thomson Reuters is a leading provider of solutions for accounting, tax and corporate finance professionals. Our Estate Planning products give you the most in-depth expert commentary and analysis available in the industry.

If you have questions regarding any of these products, please call 800.950.1216.

Advising the Elderly or Disabled Client
Asset Protection: Legal Planning, Strategies & Forms

Charitable Gifts
Core Tax Library with Estate Planning Complete

Estate & Gift Tax Digest
Estate Planner's Alert
Estate Planning
Estate Planning & Taxation Coordinator
Estate Planning and Wealth Preservation: Strategies and Solutions
Estate Planning Law & Taxation
Estate Planning Library with 20+ WG&L Treatises
Estate Planning Library without WG&L Treatises
Estate Return Guide Combo -- Forms 706/709 and 1041

Federal Estate & Gift Taxation
Federal Income Taxation of Estates & Trusts
Federal Tax Valuation
Federal Taxation of Trusts, Grantors & Beneficiaries

Generation-Skipping Transfer Tax

Irrevocable Trusts: Analysis with Forms

Personal Financial Planning Handbook: with Forms & Checklists
Post Mortem Tax Planning
Practical Estate Planning Under Circular 230

Representing the Elderly or Disabled Client: Forms & Checklists with Commentary
Retirement Planning: Tax & Financial Strategies

Structuring Buy-Sell Agreements: Analysis with Forms
Structuring Estate Freezes: Analysis with Forms

Tax Planning for Family Wealth Transfers: Analysis with Forms
Tax Planning for Highly Compensated Individuals
Tax Planning with Life Insurance: Analysis with Forms

U.S. International Estate Planning

Waiting Out EGTRRA's Sunset Period: Practical Planning While Congress Debates Estate Tax Repeal