Principles of Estate Planning

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!

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