• Course Book

Fundamentals of Estate Planning (Includes Thumb Drive with Forms)

Available: In Stock
Price: $69.00
Item Code: 09188-BK


Discover how the estate plan comes together as you examine each step of the process from the initial client interview through execution. From determining your client’s goals to making sense of taxation issues to understanding how various aspects of your client’s life will affect the end product, creating an appropriate estate plan is filled with many intricacies. Gain an understanding of the complexities involved in the process to create the best plan for your client.

Summary of Contents

Key Elements of a Complete Estate Plan
Tax Consequences
Life Insurance Planning Today for Tomorrow
Ethical Considerations

Published: 3/1/2016
Pages: 185
Size: 8.5x11