For those financial planners who need to effectively manage the estate planning challenge for their clients. Enormous changes in the laws affecting the viability of estate planning have recently been enacted. And to help financial planners meet the challenge, author Paul J. Lochray presents this completely revised and updated third edition.
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In a conversational style that is easy to understand and apply, this volume provides readers with an understanding of the legal details associated with successful estate planning. Now in its Third Edition, it covers such areas as wills, the probate process, trusts and their uses in estate planning, property ownership, the special needs of the disabled, and others. Ideal for Financial Planners, Estate Planning Practitioners, Attorneys, Trust Officers, Life Insurance Agents, and anyone involved in tax calculations.
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