Principles Of Estate Planning 4th Edition

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Principles of Estate Planning, 4th Edition

Author : Carolynn Tomin
Publisher :
ISBN 13 : 9781954096615
Total Pages : 0 pages
Book Rating : 4.0/5 (966 download)

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Book Synopsis Principles of Estate Planning, 4th Edition by : Carolynn Tomin

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

Estate Planning

Author : Wayne M. Gazur
Publisher : Aspen Publishing
ISBN 13 : 1454869003
Total Pages : 576 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Estate Planning by : Wayne M. Gazur

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.

Principles of Estate Planning, 2nd Edition (National Underwriter Academic)

Author : Carolynn Tomin
Publisher :
ISBN 13 : 9781941627570
Total Pages : 0 pages
Book Rating : 4.6/5 (275 download)

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Book Synopsis Principles of Estate Planning, 2nd Edition (National Underwriter Academic) by : Carolynn Tomin

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! . .

Principles of Estate Planning, 3rd Edition

Author : Carolynn Tomin
Publisher :
ISBN 13 : 9781949506044
Total Pages : 640 pages
Book Rating : 4.5/5 (6 download)

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Book Synopsis Principles of Estate Planning, 3rd Edition by : Carolynn Tomin

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!

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

Author : Carolynn Tomin
Publisher :
ISBN 13 : 9781939829573
Total Pages : 0 pages
Book Rating : 4.8/5 (295 download)

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Book Synopsis Principles of Estate Planning, First Edition, Updated for 2013 (National Underwriter Academic Series) by : Carolynn Tomin

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.

The Case Approach to Financial Planning

Author : John E. Grable
Publisher :
ISBN 13 : 9781945424021
Total Pages : 0 pages
Book Rating : 4.4/5 (24 download)

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Book Synopsis The Case Approach to Financial Planning by : John E. Grable

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.

Estate Planning

Author : William P. Streng
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (834 download)

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Book Synopsis Estate Planning by : William P. Streng

Download or read book Estate Planning written by William P. Streng and published by . This book was released on 1979 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning

Author :
Publisher :
ISBN 13 : 9780881241525
Total Pages : 400 pages
Book Rating : 4.2/5 (415 download)

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Book Synopsis Estate Planning by :

Download or read book Estate Planning written by and published by . This book was released on 1987-01-01 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Urban Planning and Real Estate Development

Author : John Ratcliffe
Publisher : Routledge
ISBN 13 : 1134483732
Total Pages : 608 pages
Book Rating : 4.1/5 (344 download)

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Book Synopsis Urban Planning and Real Estate Development by : John Ratcliffe

Download or read book Urban Planning and Real Estate Development written by John Ratcliffe and published by Routledge. This book was released on 2004-08-02 with total page 608 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is a comprehensive treatment of the twin processes of planning and development and is the only book to bring the two fields together in a single text.

Planning an Estate

Author : Harold Weinstock
Publisher :
ISBN 13 : 9780314104182
Total Pages : pages
Book Rating : 4.1/5 (41 download)

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Book Synopsis Planning an Estate by : Harold Weinstock

Download or read book Planning an Estate written by Harold Weinstock and published by . This book was released on 2002 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Layperson's Guide to Estate Planning

Author : The Law Offices of James A. List, LLC
Publisher :
ISBN 13 : 9780615227566
Total Pages : pages
Book Rating : 4.2/5 (275 download)

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Book Synopsis A Layperson's Guide to Estate Planning by : The Law Offices of James A. List, LLC

Download or read book A Layperson's Guide to Estate Planning written by The Law Offices of James A. List, LLC and published by . This book was released on 2008-10-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning in Louisiana, 4th Edition

Author : Paul Rabalais
Publisher :
ISBN 13 : 9781985235168
Total Pages : 228 pages
Book Rating : 4.2/5 (351 download)

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Book Synopsis Estate Planning in Louisiana, 4th Edition by : Paul Rabalais

Download or read book Estate Planning in Louisiana, 4th Edition written by Paul Rabalais and published by . This book was released on 2018-03-13 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: Many Louisiana residents want to develop an estate plan that will make things easy for themselves and their loved ones without painful and costly legal proceedings, unnecessary taxes, and family conflict. This book will explain the latest legal strategies and techniques that will allow you to protect your hard-earned assets, avoid uncertainty, and make estate settlement simple.In this book, you will learn how to:* Avoid potential delays and expenses of probate* Shield your assets from nursing home costs* Preserve your entire estate for children and grandchildren* Make your wishes known during incapacity* Protect children's inheritance from divorce and creditors, and much moreThis book could save you and your loved ones unnecessary legal fees, taxes and other costs.

Florida Will and Trust Forms Manual

Author : Walter S. Kane
Publisher :
ISBN 13 : 9780820587547
Total Pages : pages
Book Rating : 4.5/5 (875 download)

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Book Synopsis Florida Will and Trust Forms Manual by : Walter S. Kane

Download or read book Florida Will and Trust Forms Manual written by Walter S. Kane and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning Basics

Author : Denis Clifford
Publisher : NOLO
ISBN 13 : 9781413316216
Total Pages : 0 pages
Book Rating : 4.3/5 (162 download)

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Book Synopsis Estate Planning Basics by : Denis Clifford

Download or read book Estate Planning Basics written by Denis Clifford and published by NOLO. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 6th edition is updated with the latest laws and tax information"--Provided by publisher.

The Project Management Answer Book

Author : Jeff Furman PMP
Publisher : Berrett-Koehler Publishers
ISBN 13 : 1567264670
Total Pages : 506 pages
Book Rating : 4.5/5 (672 download)

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Book Synopsis The Project Management Answer Book by : Jeff Furman PMP

Download or read book The Project Management Answer Book written by Jeff Furman PMP and published by Berrett-Koehler Publishers. This book was released on 2014-12-01 with total page 506 pages. Available in PDF, EPUB and Kindle. Book excerpt: If it's essential to project management... it's in here! The first edition of The Project Management Answer Book addressed all the key principles of project management that every project manager needs to know. With a new chapter on scrum agile, updates throughout, and many new PMP® test tips, this new edition builds on that solid foundation. The structure of this update maps closely to the PMBOK® Guide, Fifth Edition, and is designed to assist anyone studying for the PMP® and other certification exams. Helpful sections cover: • Networking and social media tips for PMs, including the best professional organizations, virtual groups, and podcast resources • The formulas PMs need to know, plus a template to help certification candidates prepare and self-test for their exams • Quick study sheet for the processes covered on the PMP® exam • Key changes in PMBOK® Guide, Fifth Edition, for readers familiar with earlier versions who want “the skinny” on the new version. PMs at every level will find real gold in the information nuggets provided in this new edition. Those new to project management will find the comprehensive coverage and the depth of the answers especially valuable, and will like the easy-to-read style and Q&A format. For experienced managers looking for new tools and skills to help them pass their PMP® or other certification exams, this is a must-have resource.

Estate Planning

Author : Michael John Perkins
Publisher :
ISBN 13 : 9780409325416
Total Pages : 542 pages
Book Rating : 4.3/5 (254 download)

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Book Synopsis Estate Planning by : Michael John Perkins

Download or read book Estate Planning written by Michael John Perkins and published by . This book was released on 2008 with total page 542 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.

Practical Guide to Estate Planning, 2016 Edition

Author : Ray D. Madoff
Publisher :
ISBN 13 : 9780808041252
Total Pages : 0 pages
Book Rating : 4.0/5 (412 download)

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Book Synopsis Practical Guide to Estate Planning, 2016 Edition by : Ray D. Madoff

Download or read book Practical Guide to Estate Planning, 2016 Edition written by Ray D. Madoff and published by . This book was released on 2015-10-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as 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. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced pr