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Links
 

APPLICABLE FEDERAL RATE

Pilsbury Madison Sutro Tax Dept

   
CHARITABLE PLANNING

Planned Giving Resources: Excellent Resource - includes CRT, GA, etc., calculators, and more

Taxwise Giving: Website by renowned planned giving authority Conrad Teitell

Gift-Estate.Com: Resources, Books, and Articles on Charitable Planning

   
CURRENT TAX NEWS

ABA Tax Section: Tax section breaking news and other resources.

Price Waterhouse Coopers Personal Financial Services

Tax Analysts Online

   
ELDER LAW RESOURCES

Kansas Elder Law Network: A comprehensive site of elder law resources

National Academy of Elder Law Attorneys (NAELA): A good collection of sites on a variety of elder law issues

Elder Law Newsletter: A weekly email newsletter on various elder law topics

Official Website for Medicare

ElderLawAnswers.com: Answers to non-state-specific general inquiries regarding estate planning, disability planning, grandchildren, long-term care insurance, long-term care planning, Medicaid, medical care directives, Medicare, nursing home issues, retirement living, retirement planning, and Social Security, including checklists, publications, Medicaid calculators, and streaming videos

Help Santa Clara County: a searchable database of non-profit health and human service providers throughout Santa Clara County

Information From Santa Clara County Council on Aging About In-Home Care, In-Home Supportive Services, and Meals on Wheels

National Reverse Mortgage Lenders Association

Social Security Online: The Official Website of the Social Security Administration

   
FIND A LAWYER

State Bar of California: Find a certified legal specialist in estate planning, trust and probate law, among other specialties approved by the Board of Legal Specialization

Santa Clara County Bar Association

WestLaw Legal Directory

   
FUN SITES

Movie Reviews: An excellent source of movie reviews from screenit.com

Famous People's Wills on the Web

   
INTERNAL REVENUE SERVICE

PENSION & RETIREMENT PLANNING

Ataxplan: Coverage of retirement planning subjects by Natalie Choate

IRAs: An exhaustive compendium of articles about traditional and Roth IRAs, including links to other sites and presents a variety of pension related calculators

Trusts And Estates: A host of articles on retirement planning subjects, including a series of 14 free downloadable Excel calculation spreadsheets, including calculation of MRDs and RBDs

Federal Employees Retirement Calculator

California STRS Retirement Benefits Calculator

   
PERSONAL FINANCIAL CALCULATORS

Amortization: Sophisticated on-line loan amortization calculation and schedule preparation

Cost of Living Calculator: Use CPI to Convert Dollar Values Between Years

Income Tax and Financial Calculators: On-line tools to calculate income taxes, mutual fund basis, social security benefits, amortization, present and future values, estimate alternative minimum tax

Motley Fool Calculators: Every Imaginable Personal Financial Calculator

Percent Change Calculator: Calculate Percentage Change of Values - CPI or Other

Roth IRA Calculators: Lump Sum, Annuity -- Roth IRA Calculators Collected & Analyzed

   
STATE TAX RESOURCES

AICPA State Tax Forms and Instructions: For all states

Taxsites: state specific tax information listed for all states

   
TAX & ESTATE PLANNING LINKS

Section 529 Educational Plans: Comparative investment results, plan ratings, for all Section 529 plans, as well as information and analysis; includes a "529 Evaluator" that compares all state plans based on your choice of a dozen subject categories

Estateplanninglinks.com: Links to the world-wide web on a variety of topics including elder law, estate planning, taxation, retirement benefits, business valuation, business continuation, insurance, charitable planning, including calculators, forms, and newsletters

Wills, Trusts, and Estate Planning Links

   
VALUATION & APPRAISAL RESOURCES

Kelly Blue Book: Information about used car prices, including motorcycles, ATVs, snowmobiles

Historical stock quotes: a list of historical stock prices

Federal Reserve Bank of New York: value Series EE bonds on this site without charge

U.S. Treasury Direct: Information on T-Bills, T-Notes, Savings Bonds, and Other Public Debt, including forms

 
 
 

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