Principles of Estate Planning

Author: Carolynn Tomin
Publisher:
ISBN: 9781941627570
Format: PDF, Mobi
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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
Format: PDF
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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:
Format: PDF, Mobi
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Practical Guide to Estate Planning 2009

Author: Ray D. Madoff
Publisher: CCH
ISBN: 9780808092339
Format: PDF, Docs
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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.

A Guide to International Estate Planning

Author: Jeffrey A. Schoenblum
Publisher: Amer Bar Assn
ISBN:
Format: PDF, ePub, Mobi
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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.

Rattiner s Review for the CFP R Certification Examination Fast Track Study Guide

Author: Jeffrey H. Rattiner
Publisher: John Wiley & Sons
ISBN: 0471468487
Format: PDF, ePub, Docs
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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!

Financial Planning Answer Book 2009

Author: Jeffrey H. Rattiner
Publisher: CCH
ISBN: 9780808092179
Format: PDF, ePub, Docs
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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
Format: PDF
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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.