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Principles of Estate Planning, 4th Edition

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eBook + Online $197.00
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9110004B
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Principles of Estate Planning will help you master the complex area of estate planning and prepare for the CFP® Certification Exam. Gain experience-based guidance directly applicable in professional practice.

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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
Additional Information
SKU 9110004B
Publication Date September 15, 2022
ISBN 978-1-954096-61-5
Page Count 606
Author Carolynn B. Tomin, CFP® and Colleen Carcone, JD, CFP®
Edition 4th
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Carolynn B. Tomin, CFP®

Carolynn B. Tomin, CFP®, specializes in financial education. She was the Program Director for Boston University’s classroom and online financial planning programs where she created courses and augmented curriculum for both programs for more than twenty years. She also taught estate planning courses, virtual reviews, and CFP® Certification Exam reviews for universities in Massachusetts and Florida, and for many banks and financial service companies in both states. She is co-author of the textbook, Tools & Techniques of Financial Planning 14th edition and was a CFP® test bank contributor for Keir, Wiley and Beacon Hill Financial Educators. 

Ms. Tomin was cofounder of Beacon Hill Financial Educators, a financial education company.  She developed continuing education courses and presented them to financial service companies and financial planning organizations at their regional and national conferences for many years.

Ms. Tomin served as a member of the CFP Board’s Council on Education from 2009–2012 and was appointed Chair in 2012. She had 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, J.D., CFP®, is an attorney and financial planning professional specializing in comprehensive estate and tax planning matters.  Ms. Carcone has taught estate planning for several CFP®, Master’s in Financial Planning and Law programs including The American College, Boston University’s Program for Financial Planning, New England Law, Boston, and California Lutheran University.  Ms. Carcone has been frequently quoted by media, including Barron’s, Fortune, Yahoo Finance, Nerd Wallet, Go Banking Rates, AARP, Nerd Wallet, CNBC, CNN and Fox Business News.  Ms. Carcone is a frequent lecturer on estate planning, including serving as a speaker for the CFP® Board.

Ms. Carcone is an attorney in Massachusetts.  Her practice focuses on advising clients on all aspects of estate planning including asset ownership, income tax considerations, charitable gifting, multigenerational transfers, and other sophisticated estate planning strategies while working with clients’ outside advisors to implement these techniques.

Ms. Carcone is a member of the Boston Bar Association and Boston Estate Planning Council.

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