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 to guide estate planning professionals from plan development to drafting and administration of the final estate.

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

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 for Farms & Other Family-Owned Businesses
Estate Planning Law & Taxation
Estate Planning Library with 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 in 2011 and 2012
Practical Estate Planning Under Circular 230

Representing the Elderly or Disabled Client: Forms & Checklists with Commentary
Retirement Planning: Tax & Financial Strategies
RIA Federal Estate and Gift Tax Handbook

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