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Estate Planning

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  1. The Tools & Techniques of Estate Planning, 17th Edition

    Starting at: $188.00

    The 17th 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 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. The Advisor’s Guide to Long-Term Care, 2nd Edition

    Starting at: $106.00

    We are entering a new area in which those with the means will need to rely on their own financial planning for their future security.  This includes many, if not most, of your clients

    The Advisor’s Guide to Long-Term Care, 2nd Edition is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients.

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  3. The Tools & Techniques of Trust Planning

    Starting at: $188.00

    In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this new resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning. 

    Written and edited by these renowned experts in the trust planning field, The Tools & Techniques of Trust Planning is the authoritative but easy-to-follow resource you can rely on:

    Author: Stephan R. Leimberg

    Executive Editors: Jonathan E. Gopman and Michael Sneeringer

    Contributing Editors: Mary Elizabeth Anderson; Anna Els; L. Paul Hood, Jr.; Lester Law; Larry Rivkin; Yoshimi O. Smith and Mary E. Vandenack Learn More

  4. The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition

    Starting at: $188.00

    The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition, discusses the estate planning issues that are unique to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today’s modern families. It also includes tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

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  5. The Advisor’s Guide to Annuities, 5th Edition

    Starting at: $135.00

    Written in plain English, the latest updated and expanded edition of The Advisor’s Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients’ financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities.

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  6. The Tools & Techniques of Estate Planning, 18th Edition

    Starting at: $188.00

    The 18th 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 and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.

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  7. 2018 Field Guide To Estate & Retirement Planning, Business Planning & Employee Benefits
    $168.00

    2018 Field Guide 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, retirement planning, business planning and employee benefits planning.

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  8. The Tools & Techniques of Estate Planning, 19th Edition

    Starting at: $188.00

    The Tools & Techniques of Estate Planning, 19th edition, applies the trusted Tools & Techniques approach to all aspects of modern estate planning, enabling you to help your clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions. This resource will help save you significant amounts of time with exclusive estate planning tools to help you handle a wide variety of estates and specific circumstances.

     

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  9. 2019 Field Guide To Estate & Retirement Planning, Business Planning & Employee Benefits

    Starting at: $182.00

    This easy-to-use, practical reference is designed to provide quick summaries of the key concepts, tested techniques, expert analyses, and authoritative guidance to support your estate, business, retirement, and employee benefits planning. Organized in a unique and convenient Q&A format, this book helps agents, producers, managers and financial planners find exactly what they’re looking for quickly and easily to solve clients’ important planning issues.

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  10. The Fundamentals of Writing a Financial Plan, First Edition

    Starting at: $145.00

    The first edition of The Fundamentals of Writing a Financial Plan provides a new and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family.

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