Download or read book Principles of Estate Planning 2nd Edition National Underwriter Academic written by Carolynn Tomin and published by . This book was released on 2015-05-27 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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! . .
Download or read book Principles of Estate Planning First Edition Updated for 2013 National Underwriter Academic Series written by Carolynn Tomin and published by . This book was released on 2013-08-23 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Principles of Estate Planning 3rd Edition written by Carolynn Tomin and published by . This book was released on 2018-10-17 with total page 640 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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!
Download or read book Principles of Estate Planning 4th Edition written by Carolynn Tomin and published by . This book was released on 2022-09-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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
Download or read book Estate Planning written by Wayne M. Gazur and published by Aspen Publishing. This book was released on 2015-04-27 with total page 576 pages. Available in PDF, EPUB and Kindle. Book excerpt: This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Download or read book Tools Techniques of Estate Planning 18th Edition written by Stephan R. Leimberg and published by . This book was released on 2017 with total page 1467 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The principles of estate planning written by Research & Review Service of America and published by . This book was released on 1941 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Tools and Techniques of Estate Planning written by Stephan R. Leimberg and published by . This book was released on 1982-01-01 with total page 447 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Principles of Estate Planning written by Edward C. Halbach and published by . This book was released on 1983 with total page 420 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Tools and Techniques of Estate Planning written by Stephan R. Leimberg and published by . This book was released on 2017-07-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 18th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.
Download or read book Principles of Estate Planning written by Canadian Institute of Chartered Accountants and published by . This book was released on 1962 with total page 58 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Case Approach to Financial Planning written by John E. Grable and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.
Download or read book The Tools Techniques of Estate Planning 19th Edition written by Stephan Leimberg and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book CFP Board Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-07-09 with total page 945 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.
Download or read book Principles of Estate Planning written by Institut canadien des comptables agréés and published by . This book was released on 1961 with total page 58 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Advanced Estate Planning written by American College (Bryn Mawr, Pa.). School of Advanced Career Studies and published by . This book was released on 1981 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Tools Techniques of Estate Planning for Modern Families 2nd Edition written by Stephan R. Leimberg and published by . This book was released on 2017-01-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition, discusses the estate planning issues that are unique to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today's modern families. It also includes tax issues, premarital and relationship formalization considerations, and lifetime estate planning options. This second edition has extensive changes to it and focuses even more on the specific problems of the "modern family" in today's world. This resource is filled with practical advice and examples in an easy to understand language. Following are the topics covered in detail for this edition: » Best practices for working with any Modern Family » Planning for divorce » Planning for remarriage and blended families » International couples » Unmarried couples » Cohabitation agreements » Estate planning for same-sex couples » Advising transgendered clients » Adoption and defining descendants » Artificial reproductive technologies » Planning for clients with longer life spans » Planning for clients with faded capacity » Digital assets Written and edited by these renowned experts in the estate planning field, The Tools & Techniques of Estate Planning for Modern Families is the authoritative but practical resource you can rely on: Author: Stephan R. Leimberg Executive Editors: Wendy S. Goffe and Kim Kamin
