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Principles of Estate Planning, 4th Edition
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Located in: Center Moriches, New York, United States
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eBay item number:404856725907
Item specifics
- Condition
- ISBN
- 9781954096615
- Publication Year
- 2022
- Type
- Textbook
- Format
- Trade Paperback
- Language
- English
- Publication Name
- Principles of Estate Planning, 4th Edition
- Publisher
- National Underwriter Company
- Number of Pages
- 606 Pages
About this product
Product Information
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
Product Identifiers
Publisher
National Underwriter Company
ISBN-10
1954096615
ISBN-13
9781954096615
eBay Product ID (ePID)
18058375643
Product Key Features
Publication Name
Principles of Estate Planning, 4th Edition
Format
Trade Paperback
Language
English
Publication Year
2022
Type
Textbook
Number of Pages
606 Pages
Additional Product Features
Edition Number
4
Target Audience
Scholarly & Professional
Topic
Corporate, Mergers & Acquisitions, Antitrust
Genre
Law
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eBay item number:404856725907
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