Product Details
Would you like to update product info or give feedback on images?
|
|
Share your thoughts with other customers:
|
||||||||||||||||||||||
|
Most Helpful Customer Reviews
5.0 out of 5 stars
Excellent Book for The Financial Estate Planner,
Amazon Verified Purchase(What's this?)
This review is from: Estate Planning Applications (Hardcover)
If you want to understand the details of how to approach more challenging estate planning situations, this is the book for you. Ted Kurlowicz discusses many of the concepts that Certified Financial Planners must understand to effectively work with their estate planning clients, particularly those with larger estates, family businesses, or those who are not US citizens. The book does assume that the reader has a familiarity with the basic principles of estate plans such as gift, estate and generation-skipping taxes, as well as the basic estate documents such as wills, AB trusts, etc.. The book focuses on more advanced estate planning concepts such as life insurance trusts, family partnerships, trusts for charitable giving, and other issues that arise for non-US citizens, community property states and employee benefits. The book does not discuss every possible technique in advanced estate planning, but provides a fine overview of the range of techniques available.
The 8th edition of this book was published in 2006 and is obviously a bit out-of-date with the new and evolving estate tax legislation. However, the techniques discussed in this book will still have application in the latest changes of estate tax legislation.
Share your thoughts with other customers: Create your own review
|
|
Tag this product(What's this?)Think of a tag as a keyword or label you consider is strongly related to this product.
Tags will help all customers organize and find favorite items. |
