2011 Field Guide to Estate Planning, Business Planning, & Employee Benefits
The Book for Agents and Planners who want to serve their clients. Step-by-step solutions to your planning challenges.
The 2011 Edition of Field Guide to Estate Planning, Business Planning, & Employee Benefits is the sales-strategy tool that no agent, producer, manager, or financial planner should go without.
It offers step-by-step solutions to hundreds of planning needs and challenges.
Field Guide to Estate Planning, Business Planning, & Employee Benefits is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in estate, business, and employee benefit planning. Plus, Field Guide is completely cross-referenced to Tax Facts on Insurance & Employee Benefits, so you will always know the all of the relevant tax implications of your recommendations.
Discover targeted planning opportunities and illustrated strategies for:
Estate Planning
Life Insurance
Business Valuation
Cross-Purchase Agreement
Split-dollar insurance
And more!
Field Guide to Estate Planning offers detailed information on literally hundreds of estate and business planning concepts that today’s financial professional will encounter. Each technique described covers the following:
Detailed explanation of what the concept is
Charts, tables, and graphs illustrating how the concept works
Client question prompts to gather information required for analysis and proposal
Cross references to specific related questions in Tax Facts on Insurance & Employee Benefits
Footnotes providing further details and where to find more in-depth information on the topic
Authored by Donald F. Cady, J.D., LL.M., CLU, Field Guide to Estate Planning, Business Planning, & Employee Benefits reflects his expertise and ease in communicating planning concepts and techniques to financial professionals of all levels.
List Price: $ 86.00
Price: $ 65.49
Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts
Estate planning is more important than ever, and it’s no longer just for the very rich.
Today’s “middle-class millionaires”created by the booming stock and real estate marketshave more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on:
- Disability planning
- Living trusts; asset protection through long-term planning
- Family limited partnerships
Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.
List Price: $ 22.95
Price: $ 11.93