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Discover how the estate planning process comes together as you examine key elements of an estate plan, from determining the necessary documents to choosing fiduciaries and designating beneficiaries to execution of the plan.

Summary of Contents

  • Key Elements of a Complete Estate Plan Overview
  • Charitable Gift Planning
  • Lifetime Planning
  • Estate Planning with Special Needs Trusts
  • Estate Planning for Same Sex Couples
  • Tax Consequences
  • Life Insurance: Planning Today for Tomorrow
  • Estate Planning for Retirement Assets
  • Ethical Considerations

Number of Pages: 366

Additional Documents

Table of Contents

Product Information
Product Date:
March 01, 2016
Fundamentals of Estate Planning (Thumb Drive with Forms/Book Set)
Individual topic purchase: Selected
Book includes Thumb Drive with Forms
PBI Price:$69.00