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Estate Planning

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  1. The Tools & Techniques of Estate Planning, 16th Edition

    The Tools & Techniques of Estate Planning, 16th Edition

    Starting at: $155.00

    The 16th 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, conforms with the American Taxpayer Relief Act of 2012, and delivers numerous enhancements including time-saving forms for estate planning, new guidance on handling intra-family loans, and a new chapter of Digital Estate Planning issues.

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  2. 2014 Tax Facts on Insurance & Employee Benefits/2014 Tax Facts on Investments – Book Combo

    2014 Tax Facts on Insurance & Employee Benefits/2014 Tax Facts on Investments – Book Combo

    $230.00

    Obtain both editions of 2014 Tax Facts with the convenience of a single order and save $10!  The 2014 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, and investments. Pertinent planning points are provided throughout.

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  3. Principles of Estate Planning, First Edition, Updated for 2013

    Principles of Estate Planning, First Edition, Updated for 2013

    Starting at: $125.00

    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.

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  4. 2014 Field Guide to Estate Planning, Business Planning & Employee Benefits

    2014 Field Guide to Estate Planning, Business Planning & Employee Benefits

    Starting at: $100.00

    2014 Field Guide to Estate Planning is the resource no agent, producer, manager, or financial planner should go without.  It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, business planning and employee benefits planning.  

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  5. 2014 Social Security & Medicare Facts

    2014 Social Security & Medicare Facts

    Starting at: $120.00

    The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that retirement planning needs have increased dramatically and retirement planning has become even more complex.  And Social Security and Medicare are important components of a retirement plan. 

    2014 Social Security & Medicare Facts will help you easily facilitate many important retirement planning decisions for your clients and guide them to the appropriate retirement strategies.

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  6. Tax Facts on Individuals & Small Business

    Tax Facts on Individuals & Small Business

    Starting at: $120.00

    Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules. 

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  7. The Tools & Techniques of Estate Planning for Modern Families

    The Tools & Techniques of Estate Planning for Modern Families

    Starting at: $155.00

    The Tools & Techniques of Estate Planning for Modern Families provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

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  8. 2014 Field Guide to Estate Planning, Business Planning & Employee Benefits/Field Guide to Financial Planning – Book Combo

    2014 Field Guide to Estate Planning, Business Planning & Employee Benefits/Field Guide to Financial Planning – Book Combo

    $230.00

    Obtain both editions of 2014 Field Guide with the convenience of a single order and save $10!  The 2014 Field Guide books provide you with the concepts, techniques, analysis, illustrations and authoritative guidance used in estate, business, financial, and employee benefits planning. Numerous presentation tools and illustrations enable you to present the concepts simply and understandably to your clients.

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  9. Charitable Planning, 2nd Edition

    Charitable Planning, 2nd Edition

    Starting at: $155.00

    Harvest an understanding of: why people give to charities; features and benefits of charitable giving plans; legislation that governs charitable giving. Numerous charts, graphs, and tables illustrate from the basic charitable deduction rules to the most complex charitable giving techniques: Income rules & limits; critical valuation uses & potential ethical pitfalls; software & technology; private versus community foundations; Charitable annuities, trusts, funds & life insurance. CE Filed.
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