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
Elder Law
Elder Law is designed to introduce the realities of a modern elder law practice in serving the needs of America’s growing elderly population. Each chapter explains the development of important case and statutory law within an historical perspective while offering an expansive review of elder law terminology. Well-organized, and easy-to-read, the material appeals to a wide audience with or without a legal background. Practical assignments, such as hypotheticals, Elder Law Practice scenarios and Ethics Alert problems focus on real-world insights. Elder Law covers the wide array of overlapping topics and challenges facing elder law legal professionals today. Essential elder law topics covered include advance directives, wills, guardianship and conservatorship issues, Medicaid and Medicare planning, long-term care planning, financial planning and trusts, housing options, physical and financial elder abuse, age discrimination, grandparents rights, love and marriage. In addition, mental and physical health concerns of an aging population are considered.
List Price: $ 65.95
Price: $ 42.97