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Principles of Estate Planning, 3rd Edition

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SKU
9110003B

Principles of Estate Planning, 3rd Edition covers all aspects of estate planning, from the basic principles of property transfers to complex financial techniques used in a variety of circumstances.



The Principles of Estate Planning, 3rd Edition has been revised to incorporate the latest 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.

Additionally, this book includes a 2021 Supplement, which provides inflation-adjusted tax figures and updates to the law including but not limited to the SECURE Act and CARES Act.

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, and 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.

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!
Additional Information
SKU 9110003B
Publication Date October 17, 2018
ISBN 978-1-949506-04-4
EISBN 9781949506051
Page Count 640
Author Carolynn Tomin, CFP® and Colleen Carcone, JD, CFP®
Edition 3
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Carolynn B. Tomin, CFP®

Carolynn B. Tomin, CFP®, specializes in financial education. She is the Program Director for Boston University’s classroom and online financial planning programs and has augmented curriculum for the online program for fifteen years. She has taught estate planning courses, virtual reviews, and CFP® Certification Exam reviews for twenty years at colleges in Massachusetts and Florida, and for many banks and financial service companies in both states. 

As cofounder of a financial education company, Beacon Hill Financial Educators, she developed and presented continuing education courses to many financial service corporations and financial planning organizations.

Ms. Tomin served as a member of CFP Board’s Council on Education from 2009 – 2012, and was appointed Chair in 2012.  She has also served on the board of directors for the southwest Florida chapter of the Financial Planning Association (FPA). She is a former member of the Boston Estate Planning Council.

Colleen Carcone, CFP®

Colleen Carcone, CFP®, is a financial planning professional and attorney specializing in comprehensive estate and tax planning matters. Since 2008, Ms. Carcone has taught estate planning at Boston University’s Program for Financial Planning. Ms. Carcone also serves as a Wealth Planning Strategist for TIAA, where she provides wealth transfer, estate planning, and tax planning services for the company’s client needs. 

Prior to joining TIAA, Ms. Carcone worked with Atlantic Trust Company, where she advised high-net-worth clients on all aspects of estate planning including basic planning, asset ownership, charitable gifting, multigenerational transfers, and other sophisticated estate planning strategies while working with clients’ outside advisors to implement these techniques. Formerly Ms. Carcone worked with Atlantic Benefit Group, an insurance firm, advising high-net-worth individuals and business owners and providing assistance with the implementation of advanced estate and business planning techniques utilizing life insurance.