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Principles of Estate Planning, 3rd Edition (National Underwriter Academic),Used
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The Principles of Estate Planning, 2nd Edition is newly revised with updated information on the most current developments in the estate planning field, including ATRArelated tax changes, the use of the new ABLE accounts for medical expenses planning, information on the use of trust protectors, and planning techniques that can be used for newly recognized samesex marriages.The book is a complete singlevolume source that covers all aspects of estate planning, from the basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. The authors bring a wealth of experience in both professional and academic arenas that help students understand the concepts that are critical for achieving important professional designations as well building a successful practice with realworld examples of common estate planning problems.This textbook allows students to work with the most current information, thus helping to gain a better understanding of how to advise clients in the realworld using real numbers. Teach your students using the most uptodate estate planning textbook on the market.The authors, Carolynn Tomin and Colleen Carcone, fully address all of the CFP Certification Examination Principal Topics for Estate Planning. In addition to this ontarget approach, Principles of Estate Planning features: Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material 'Chapter Contents' that outline the topics addressed in each chapter 'Learning Objectives' in each chapter that provide topic focus 'Client Situations' that present practice scenarios and illustrate the practical application of key concepts in client situations 'Practitioner Tips' that provide practical advice and guidance 'Practice Standards' that highlight the related steps in the financial planning process from CFP Board's 'Standards of Professional Conduct' Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics And much more!
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This product may contain chemicals known to the State of California to cause cancer, birth defects, or other reproductive harm.
For more information, please visit www.P65Warnings.ca.gov.