Principles of Estate Planning (National Underwriter Academic)

Principles of Estate Planning is written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. The authors, Carolynn Tomin, CFP®, and Colleen Carcone JD, CFP®, fully address all of the CFP® Certification Examination Principal Topics for Estate Planning. In addition to this on-target approach, Principles of Estate Planning features:* Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material* "Chapter Contents" that outline the topics addressed in each chapter* "Learning Objectives" in each chapter that provide topic focus* "Client Situations" that present practice scenarios and illustrate the practical application of key concepts in client situations* "Practitioner Tips" that provide practical advice and guidance* "Practice Standards" that highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct"* Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics* And much more!