Recent bank failures and worries about the economy might lead your clients to ask about the safety of their bank deposits. This article shows how to maximize the FDIC protection of your client's bank accounts.

IRS Issues Two New Revenue Procedures with Sample Charitable Lead Unitrusts; IRS Says Assets in Restricted Management Account to be Valued without Reduction for Restrictions Imposed by RMA Agreement; ABA Real Property, Trust and Estate Law Section Issues Comments to IRS on Proposed Regulations Affecting Alternate Value; IRS Sending Second Stimulus Information Packets to 5.2 Million Retirees and Veterans; Applicable Federal Rates for August 2008.

Valuation Correspondence is an integral part of the systematized creation of the inventory of assets in Cowles TrusTerminator. Utilizing standard forms simplifies staff training in your office, since information from standard forms can be carried from the forms and entered into the asset information section of TrusTerminator by an assistant. This Tech Tip takes you through the process.