The Tools & Techniques of Financial Planning, 14th Edition

Tomin, Carolynn

Leimberg, Stephan

Reeve, William B.

Business

The National Underwriter Company

This new First Edition, Updated for 2013, includes all of the most current estate and gift tax amounts and exemptions resulting from the American Taxpayer Relief Act of 2012. Amounts are updated throughout the book in the examples, practitioner's pointers, client situations, end-of-chapter review questions and all learning content.

Principles of Estate Planning, First Edition, Updated for 2013 (National Underwriter Academic Series)

Business & Money

Carcone, Colleen

Education & Reference

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, 2nd Edition (National Underwriter Academic)

Insurance

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, 3rd Edition (National Underwriter Academic)

This textbook was written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. The authors, Carolynn B. Tomin, CFP®, and Colleen Carcone, JD, CFP®, fully address all of the CFP® Certification Examination Principal Topics for Estate Planning. The book includes the following that create a comprehensive guide to helping clients create an estate plan. “Learning Objectives” in each chapter that provide topic focus “Client Situations” present practice scenarios and illustrate the practical application of key concepts in client situations “Practitioner Tips” provide practical advice and guidance “Practice Standards” 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 Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material 
New in the 4th Edition: Updated to reflect the latest tax code laws, rates, and exemptions enacted with the Tax Cuts and Jobs Act Thoughtful analysis of the income tax considerations that may come into play when developing a client’s estate plan “Practice Standards” that highlight the related steps in the financial planning process from CFP Board’s “Standards of Professional Conduct” 
Topics Covered: The importance of having and actively maintaining an estate plan The steps involved in the estate planning process Estate management tools Updated tax rates and gift tax limits And More! See the “Table of Contents” section for a full list of topics

Principles of Estate Planning, 4th Edition

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