In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this new resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning.
Written and edited by these renowned experts in the trust planning field, The Tools & Techniques of Trust Planning is the authoritative but easy-to-follow resource you can rely on:
Author: Stephan R. Leimberg
Executive Editors: Jonathan E. Gopman and Michael Sneeringer
Contributing Editors: Mary Elizabeth Anderson; Anna Els; L. Paul Hood, Jr.; Lester Law; Larry Rivkin; Yoshimi O. Smith and Mary E. Vandenack
Life insurance remains one of the cornerstones of financial planning. If you provide life insurance planning to clients, or are looking to expand your business in this key area, this book is a must-have.
The 18th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.
The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.
Part of the popular Tools & Techniques Series and Leimberg Library, the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered.
The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition, applies the trusted “Tools & Techniques” approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.
Written and edited by these renowned experts in the retirement planning field, The Tools & Techniques of Employee Benefit and Retirement Planning is the authoritative but easy-to-follow resource you can rely on:
Author: Stephan R. Leimberg
Executive Editors: John J. McFadden, and C. Frederick Reish
The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition, discusses the estate planning issues that are unique to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today’s modern families. It also includes tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.
This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.
The Tools & Techniques of Life Insurance Planning, 6th Edition, a well-known title in the popular Leimberg Library series, has been extensively revised and updated.
This fully revised edition serves as a foundation for life insurance planning and is the most comprehensive resource discussing life insurance products (the "Tools"), as well as the purposes they serve (the "Techniques").
This single-volume provides instant access to all of the vital information absolutely necessary for guiding each client through their important charitable planning decisions.
This is the third edition of our popular professional resource specifically tailored for non-insurance professionals. Financial planners, tax advisors, and estate planners have all found this book to be invaluable in their practices because it provides the insights, understanding and tools to guide clients as they seek to manage risk and properly plan insurance coverage.
Gain expertise in a niche market that is projected to grow at least $15 billion per year. Life Settlement Planning is a comprehensive, practical guide covering the entire spectrum of the life settlement business.