Principles of Estate Planning

Principles of Estate Planning is 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 Tomin, CFP®, and Colleen Carcone JD, CFP®, 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!