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

    The Tools & Techniques of Estate Planning, 18th Edition

    $175.00

    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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  2. The Tools & Techniques of Investment Planning, 4th Edition

    The Tools & Techniques of Investment Planning, 4th Edition

    Starting at: $175.00

    The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

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  3. The Tools & Techniques of Financial Planning, 12th Edition

    The Tools & Techniques of Financial Planning, 12th Edition

    Starting at: $175.00

    Part of the popular Tools & Techniques Series and Leimberg Library, the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered.

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  4. The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition

    Starting at: $175.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition, applies the trusted “Tools & Techniques” approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

    Written and edited by these renowned experts in the retirement planning field, The Tools & Techniques of Employee Benefit and Retirement Planning is the authoritative but easy-to-follow resource you can rely on:
           Author: Stephan R. Leimberg
           Executive Editors: John J. McFadden, and C. Frederick Reish

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  5. 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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  6. The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    Starting at: $175.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition, applies the trusted "Tools and Techniques" approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

    Learn More
  7. The Tools & Techniques of Estate Planning, 17th Edition

    The Tools & Techniques of Estate Planning, 17th Edition

    Starting at: $175.00

    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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