Principles of Estate Planning, 4th Edition
eBook - ePub

Principles of Estate Planning, 4th Edition

  1. 606 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Principles of Estate Planning, 4th Edition

About this book

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

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Yes, you can access Principles of Estate Planning, 4th Edition by Carolynn Tomin,Colleen Carcone in PDF and/or ePUB format, as well as other popular books in Personal Development & Wealth Management. We have over one million books available in our catalogue for you to explore.

Table of contents

  1. Title
  2. Copyright
  3. FOREWORD
  4. PREFACE
  5. ABOUT THE AUTHORS
  6. ABOUT THE EDITOR
  7. ACKNOWLEDGMENTS
  8. Chapter 1: Introduction to Estate Planning
  9. Chapter 2: Property Interests
  10. Chapter 3: Community Property
  11. Chapter 4: Methods of Property Transfer at Death
  12. Chapter 5: The Probate Process
  13. Chapter 6: Wills
  14. Chapter 7: Planning for Incapacity and Special Circumstances
  15. Chapter 8: Trusts
  16. Chapter 9: Income Taxation of Trusts, Estates, and Beneficiaries
  17. Chapter 10: Gifting Strategies
  18. Chapter 11: Gift Tax Calculation
  19. Chapter 12: Gifts to Minors
  20. Chapter 13: The Gross Estate
  21. Chapter 14: Estate Tax Calculation
  22. Chapter 15: The Marital Deduction
  23. Chapter 16: Marital Trusts
  24. Chapter 17: Charitable Transfers
  25. Chapter 18: State Death Tax Deduction
  26. Chapter 19: Generation-Skipping Transfer Tax
  27. Chapter 20: Powers of Appointment
  28. Chapter 21: Life Insurance Planning
  29. Chapter 22: Irrevocable Life Insurance Trusts
  30. Chapter 23: Estate Planning with Retirement Benefits
  31. Chapter 24: Estate Freeze Strategies
  32. Chapter 25: Intra-Family and Other Business Transfer Techniques
  33. Chapter 26: Family Limited Partnerships and Limited Liability Companies
  34. Chapter 27: Business Planning Strategies
  35. Chapter 28: Planning for Divorce, Unmarried Couples and Other Special Circumstances
  36. Chapter 29: The Intersection of Income and Estate Tax Planning
  37. Chapter 30: Common Estate Planning Considerations
  38. Appendix A: Answers to Chapter Review Questions
  39. Appendix B: Gift and Estate Tax Schedules
  40. Glossary
  41. Index
  42. Back Page