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Principles Of Estate Planning

Author: Carolynn Tomin
Publisher:
ISBN: 9781941627570
Size: 46.42 MB
Format: PDF, ePub, Docs
View: 3469
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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 ATRA-related 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 same-sex marriages. The book is a complete single-volume 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 real-world 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 real-world using real numbers. Teach your students using the most up-to-date estate planning textbook on the market. The authors, Carolynn Tomin and Colleen Carcone, fully address all of the CFP(R) Certification Examination Principal Topics for Estate Planning. In addition to this on-target 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! . .

Principles Of Estate Planning 3rd Edition

Author: Carolynn Tomin
Publisher:
ISBN: 9781949506044
Size: 49.61 MB
Format: PDF, Docs
View: 1521
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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 ATRA-related 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 same-sex marriages. The book is a complete single-volume 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 real-world 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 real-world using real numbers. Teach your students using the most up-to-date 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 on-target 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!

International Estate Planning

Author: American Bar Association. Section of Real Property, Probate, and Trust Law
Publisher: Section of Real Property Probate & Trust Law
ISBN:
Size: 31.73 MB
Format: PDF, Mobi
View: 7462
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A Guide To International Estate Planning

Author: Jeffrey A. Schoenblum
Publisher: Amer Bar Assn
ISBN:
Size: 44.83 MB
Format: PDF, ePub
View: 2964
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This resource provides expert and current guidance on the basic principles of international estate planning, the complex taxation issues involved, jurisdictional options, and governmental controls and reporting requirements.

Practical Guide To Estate Planning 2009

Author: Ray D. Madoff
Publisher: CCH
ISBN: 9780808092339
Size: 59.70 MB
Format: PDF
View: 7200
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Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.

Rattiner S Review For The Cfp R Certification Examination Fast Track Study Guide

Author: Jeffrey H. Rattiner
Publisher: John Wiley & Sons
ISBN: 0471468487
Size: 20.73 MB
Format: PDF, Docs
View: 6078
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A CFP® Study Guide that delivers what you need to succeed! This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes: A highly logical and efficient format An in-depth outline of core essentials Explanations of all relevant exposures complete with solutions and practical examples Key points, exam tips, multiple choice, and mini—case study questions Mnemonic devices and study techniques to reinforce key points A format that directly parallels the CFP Board’s topic requirements and more! Order your copy today!

Financial Planning Answer Book 2009

Author: Jeffrey H. Rattiner
Publisher: CCH
ISBN: 9780808092179
Size: 34.72 MB
Format: PDF, Kindle
View: 7019
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Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.

The New Master Your Money

Author: Ron Blue
Publisher: Moody Publishers
ISBN: 9781575675374
Size: 43.77 MB
Format: PDF, Mobi
View: 3022
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Finally...a financial planning book that presents concepts in an easy-to-understand format. Do you know if you have enough? Do you know how much is enough? If you can't answer these questions, The New Master Your Money is for you. Ron Blue extracts principles from God's Word and applies them to your financial portfolio. Ron's professional experience in financial planning will be an asset to you and to your family for generations to come. This new edition includes important updates and new content you won't want to miss.