This book and audio CD set addresses basic estate planning concepts at an in-depth level and provides practical pointers that you can incorporate into developing an estate plan that meets the needs of your clients. Learn how to structure an estate plan to receive the most favorable tax treatment, discover how life insurance and charitable giving can benefit your clients, and explore how to handle business and retirement assets.
Summary of Contents:
Business Succession Planning | Life Insurance | Estate Planning for Retirement Assets | Drafting A Charitable Bequest: An Insider’s View | Ethical Concepts for Estate Planning.
Number of Pages: 236
