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Estate Planning

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  1. 2017 Social Security & Medicare Facts

    2017 Social Security & Medicare Facts

    $162.00

    The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that retirement planning needs have increased dramatically and retirement planning has become even more complex.  And Social Security and Medicare are important components of a retirement plan. 

    The greatly enhanced 2017 Social Security & Medicare Facts will help you easily facilitate many important retirement planning decisions for your clients and guide them to the appropriate retirement strategies.

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  2. 2017 Tax Facts on Investments

    2017 Tax Facts on Investments

    $152.00

    2017 Tax Facts on Investments provides clear, concise answers to often complex tax questions concerning investments.  Pertinent planning points are provided throughout.

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  3. 2017 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    2017 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    $152.00

    2017 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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  4. 2017 Tax Facts on Individuals & Small Business

    2017 Tax Facts on Individuals & Small Business

    $152.00

    Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules.  It is the essential tax reference for financial advisors, & planners; insurance professionals; CPAs; attorneys; and other practitioners advising small businesses and individuals.

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  5. 2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments/2017 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments/2017 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    $309.00

    Obtain the three Tax Facts Editions: 2017 Tax Facts on Insurance & Employee Benefits, 2017 Tax Facts on Investments, and 2017 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $147!  The 2017 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, investments, business formation/choice of entity, individual income taxation and much more!  Pertinent planning points are provided throughout.

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  6. 2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments – Book Combo

    2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments – Book Combo

    $270.00

    Obtain 2017 Tax Facts on Insurance & Employee Benefits and 2017 Tax Facts on Investments with the convenience of a single order and save $34!  The 2017 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, and investments. Pertinent planning points are provided throughout.

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  7. The Tools & Techniques of Trust Planning

    The Tools & Techniques of Trust Planning

    $175.00

    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

  8. Principles of Estate Planning, 2nd Edition

    Principles of Estate Planning, 2nd Edition

    Starting at: $140.00

    Principles of Estate Planning, 2nd Edition 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.

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

    The Advisor’s Guide to Annuities, 5th Edition

    $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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  10. The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition

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

    Starting at: $175.00

    The Tools & Techniques of Estate Planning for Modern Families provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

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