• Group Sales
  • FAQ
  • Sign In
  • Create an Account
Toggle Nav
My Cart
Search
Advanced Search
  • Compare Products
Menu
Account

Free Ground Shipping Sitewide!

*valid only for shipments within the US.
main product photo

Principles of Estate Planning, Fifth Edition

Be the first to review this product
eBook + Online $197.00
In stock
Only %1 left
SKU
9110005B
Proceed To Checkout

This estate planning guide pairs practical tools—client scenarios, practitioner tips, CFP practice standards, and built-in review aids—with tightly organized content that makes complex topics like trusts, gifting, and estate tax easier to retain. This edition covers the latest tax code changes under the One Big Beautiful Bill (including Trump Accounts and updated child tax credits) plus new analysis on income tax's role in estate planning.

Add to Wish List Add to Compare

The Principles of Estate Planning, 5th edition is designed to help advisors retain what they learn, not just read it. Every chapter opens with clear learning objectives and a contents outline, then reinforces the material with client situations that show concepts in action, practitioner tips for real-world application, and direct callouts to CFP Board practice standards. Chapter summaries, key terms, and review questions lock in the learning, while complex topics—wills and trusts, gifting strategies, estate and generation-skipping transfer tax, family limited partnerships—are broken into digestible subtopics instead of dense walls of text.

This edition reflects the latest tax code, rates, and exemptions, including changes under the One Big Beautiful Bill—Trump Accounts, child tax credit updates, and new tax rates. It also adds fresh analysis on how income tax considerations intersect with estate plan design, giving advisors a sharper, more complete picture for client conversations.

New in the 5th Edition:

  • Stay compliant and confident with fully updated tax code laws, rates, and exemptions
  • Advise clients on the latest changes under the One Big Beautiful Bill, including Trump Accounts, child tax credits, and tax rates
  • Build smarter estate plans by factoring in the income tax considerations that can impact client outcomes

Key Topics Covered:

  • Understand why an estate plan matters—and how to keep it current as clients' lives and laws change
  • Guide clients through every step of the estate planning process with confidence
  • Choose the right estate management tools for each client's needs
  • Navigate transfers at death to protect client assets and intentions
  • Structure wills and trusts that hold up and serve client goals
  • Calculate gift taxes accurately and apply effective gifting strategies
  • Master estate tax calculations to minimize client liability
  • Apply generation-skipping transfer tax rules correctly across multiple generations
  • Leverage family limited partnerships and LLCs as estate planning tools
Additional Information
SKU 9110005B
Publication Date July 10, 2026
ISBN 978-1-971540-29-0
Page Count 616
Author Carolynn B. Tomin, CFP®, Colleen Carcone, CFP®
Edition 5th
Write Your Own Review
Only registered users can write reviews. Please Sign in or create an account

View PDF

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.

Related Products