Smart Stops on the Web

Links, Links and More Links

This site offers both the consumer and the professional planner links to estate planning and related sites. The home page is organized under headings such as Charitable Planning, Elder Law, and Probate and Living Trusts. The Understanding Estate Planning section offers links to glossaries and has a detailed frequently-asked-questions section.

Where There’s a Will, There’s a Web

Ever wonder to whom Benjamin Franklin bequeathed his possessions? Or how much money Marilyn Monroe left to family and friends? This site has the full text of those wills plus others from personalities such as Diana, Princess of Wales; Joe DiMaggio; John F. Kennedy, Jr.; Elvis Presley; and Babe Ruth. Links to law and estate planning sites also are offered.

Ye Olde Glossary

Dave and Sue Tylcoat’s home page includes a glossary of unusual words found in wills from the 16th and 17th centuries. Some terms are no longer in use today—for example, backsyde was a “backyard…attached to a dwelling.” Among the terms that are still current is bailiff , which referred to the “manorial lord’s representative and estate manager.”

A Place for Probate Law

This site contains links for estate planning, probate and trust professionals. Also available are articles and papers on different estate planning topics written by attorneys. Another useful section includes downloadable forms for determination of “heirship,” probate of will, statutory durable power of attorney and trusts.

A Lifeline for Estate Planning

Estate planning is part of this site, which also features life insurance information and tax strategies for retirement. An estate tax calculator is also available. The sections titled Revocable Living Trusts or Inter-Vivos Trusts and Types of Wills and Trusts give a brief explanation of these concepts.

An Allied Association

The National Association of Financial and Estate Planning site includes a section called General Estate Planning Concerns that discusses estate planning for business owners and the difference between the terms estate and property . Other topics include asset protection, capital gains tax deferral and charitable foundations.


Free Electronic Articles

Items of interest on a variety of subjects are available at this URL. Registration is necessary but free and allows users to view the full text of articles on business, health, history, lifestyle and technology. Among the articles featured recently were “Seven Great Tips to Make Your Next Speech Stand Out” and “15 Interesting Facts About the Civil War.”

The Law of the Land?

Did you know it’s illegal to throw a bad pickle in the street in Trenton, New Jersey, or that an ashtray is considered a deadly weapon in Paris? These are just a few of the archaic laws that have managed to stay on the books, both in the United States and abroad. This site has many examples of such laws. For more laughs, visit a companion site, .

Articles of Interest

Moye, Giles, O’Keefe, Vermeire and Gorrell, LLC—a Denver law firm—has a section on its site devoted to topics such as banking, employment, ethics, Internet law, real estate and taxation. Recent articles, such as “Supreme Court Approves Same-Sex Sexual Harassment Claims” and “The Pitfalls of Using Objective Tests and Other Criteria in Hiring and Promotions,” offered practical information.

Resources for Investors

Investors can find information and links here to sites on bonds, ethical investing, insurance, IPOs, mutual funds and personal finance, as well as a brief description of each.

More for Investors

This site for investors compiles information from financial analysts and organizes it into topics such as Wall Street; U.S. interest rates, stocks and earnings; and overseas markets and economies. The Investment Wizard offers free e-mail alerts when new information is posted.

Still More for Investors

Microsoft’s portal, known as, offers information on banking, insurance, investing, mortgages and loans, retirement and taxes. also has the latest news on money matters, including a section where experts answer the questions from the message boards.


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.