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The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition


Provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.



Tools & Techniques of Employee Benefits and Retirement Planning, 15th Edition


Start building solutions today for your clients with the most current information on JGTRRA 2003, required minimum distributions, split-dollar insurance, plan loans and more. It also includes practical and technical information on over 40 types of benefits for working and retired employees for large, mid-sized and small companies.


Tools & Techniques of Financial Planning, 11th Edition


Give your clients the answers to key points of financial planning. This edition outlines the essentials of financial planning. Supplemented
for JGTRRA 2003.

Tools & Techniques of Life Insurance Planning,
6th Edition


Match your clients to the best product for them. This title provides information on annuities, universal life and more.


Tools & Techniques of Estate Planning, 17th Edition


Guides your through the entire estate planning process with in-depth explanations, point-by-point comparisons, and tax implications.

Comprehensive coverage of over 40 estate planning tools and techniques including supporting overview of taxes affecting trusts and estates, as well as numerous estate planning aids.

Tools & Techniques of Insurance Planning and Risk Management, 3rd Edition


Covers traditional and enterprise risk management, global exposures, loss control, claims management, disaster planning and more.

NEW! Tools & Techniques of Income Tax Planning, 5th Edition


Tools & Techniques of Income Tax Planning covers complex tax rules written in every-day language and presented in topic-specific sections—meeting the needs of experienced practitioners and new advisors alike. No more complicated instructions from multiple resources! Discover succinct solutions to one of the most challenging planning areas—pinpoint the best strategies for unique client needs all under this one book cover.

Tools & Techniques of Charitable Planning,
3rd Edition


A complete guide to profiting through charitable planning. This title explores the impact of the Internet and e-philanthropy, the rules of charitable giving, income percentage limits and more.

Tools & Techniques of Investment Planning 3rd Edition


Tools & Techniques of Investment Planning builds sound investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Increase your responsiveness through comprehensive, technically relevant answers that are quickly found and take into account all of today's changes. Written in every-day language and presented in topic-specific sections—meeting the needs of experienced practitioners and new advisors alike. No more complicated instructions from multiple resources!

 

The Tools & Techniques of Life Insurance Planning, 6th Edition


Making the most--and avoiding the worst--of what life insurance has to offer your client.

Now in its Second Edition, Tax Planning with Life Insurance: Analysis with Forms provides the most comprehensive and practical guidance available on life insurance tax planning.

The Tools & Techniques of Life Settlement Planning, 1st Edition

The Tools & Techniques of Trust Planning, 1st Edition

Charitable Financial Planner 2017.00 Now Available
Even if you are a computer novice, you’ll be up and running Charitable Financial Planner in less than five minutes.
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Retirement Plan Analyzer 2017.00
This is the ideal tool for the pension professional. It is designed to evaluate pension and profit-sharing distribution strategies..
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NumberCruncher 2017.01
The essential "instant answers" solution for estate, business, and financial planners.
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QuickView 2017.00
Estate Planning QuickView is our state law sensitive flowchart and graph based Windows software to provide and help communicate instantaneous answers to your clients.Updated for 2017.
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