Martin M. Shenkman sheds lights on the Credit Shelter Trust, a common estate planning tool, and helps you understand their pitfalls and opportunities. The video showcases how AI software can evaluate clients’ estate planning documents and give summaries that can educate the client and build relationships with your attorney collaborators.
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T3 Survey: Share Your Opinion of FP Alpha! We invite you to take the T3/Inside Information Software Survey.
Please note that FP Alpha is listed under Financial Planning Software (Q8), Retirement Distribution Planning Tools (Q10), Estate Planning Tools (Q12), Tax Planning Software (Q14), and Digital Marketing Tools (Q76).
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