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Principles Of Estate Planning 3rd Edition

Author: Carolynn Tomin
Publisher:
ISBN: 9781949506044
Size: 45.20 MB
Format: PDF, Docs
View: 4302
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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!

Principles Of Estate Planning

Author: Carolynn Tomin
Publisher:
ISBN: 9781941627570
Size: 65.34 MB
Format: PDF, Kindle
View: 1221
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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! . .

Financial Planning Answer Book 2009

Author: Jeffrey H. Rattiner
Publisher: CCH
ISBN: 9780808092179
Size: 46.25 MB
Format: PDF
View: 786
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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.

Personal Financial Planning

Author: AICPA
Publisher: John Wiley & Sons
ISBN: 1945498234
Size: 10.95 MB
Format: PDF, ePub, Docs
View: 3408
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This book takes a comprehensive and integrated approach to personal financial planning for accounting students, allowing them to view the personal financial planning profession through the lens of a CPA – with integrity and objectivity. It is part of a turnkey curriculum that centers on a single graduate-level course systematically introducing the essentials of all the major topics of personal financial planning (estate, retirement, investments, insurance, and tax), showing their interconnectivity and professional opportunities. Students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they will serve.

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

Author: Jeffrey H. Rattiner
Publisher: John Wiley & Sons
ISBN: 0471468487
Size: 44.67 MB
Format: PDF, Kindle
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A CFP® Study Guide that delivers what you need tosucceed! This quick study guide for candidates preparing to take theCFP® Certification Examination covers the bare-bonesessentials needed to pass this challenging exam in a logical andeasy-to-absorb manner. Covering some of the most importantdisciplines of financial planning–– insurance, employeebenefit, investment, income tax, retirement, estate, and generalplanning–– this text provides a no-nonsense approach tostudying that includes: A highly logical and efficient format An in-depth outline of core essentials Explanations of all relevant exposures complete with solutionsand practical examples Key points, exam tips, multiple choice, and mini—casestudy questions Mnemonic devices and study techniques to reinforce keypoints A format that directly parallels the CFP Board’s topicrequirements and more! Order your copy today!

Personal Financial Planning

Author: G. Victor Hallman
Publisher: McGraw-Hill Companies
ISBN: 9780070256804
Size: 16.47 MB
Format: PDF, Mobi
View: 601
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This guide to controlling and planning personal finance has been substantially updated and revised to reflect the latest changes in tax laws, new investment strategies, and advice on such topics as insurance, estate planning, and medical coverage. It presents strategies for setting financial goals and reaching those goals with intelligent and systematic investment strategies.

The Everything Wills Estate Planning Book

Author: Deborah S Layton
Publisher: Simon and Schuster
ISBN: 1605507105
Size: 34.36 MB
Format: PDF
View: 3153
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Most Americans donÆt have a will. They avoid estate planning because they donÆt want to think about death or they think itÆs too complicated. But this easy-to-follow guide takes the mystery out of the process. This book shows readers how easy it can be to plan for security and peace of mind. Readers learn how to write a will, create an estate plan, designate executors, choose trusts, reduce tax liabilities, and distribute their assets. Other features include: A glossary of legal terms Advice for protecting families from creditors Guidance for unmarried partners The important role of charitable giving in your estate plan This book provides sound advice for planning retirement and managing assets at any age and income level. It also includes completely new information on: Updated tax, IRA, and Roth details Charitable giving opportunities for reducing taxes and leaving a legacy Instruction for keeping plans up to date as the readers age An estate planning checklist

Brain Injury Medicine 2nd Edition

Author: Nathan D. Zasler, MD
Publisher: Demos Medical Publishing
ISBN: 1936287277
Size: 26.59 MB
Format: PDF, Docs
View: 3690
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With 25 new chapters, Brain Injury Medicine: Principles and Practice, 2nd Edition is a clear and comprehensive guide to all aspects of the management of traumatic brain injury.