The Adviser's Guide to Financial and Estate Planning

Volume 1 (2018)

  • Chapter 1: The Art of Financial Planning
  • Chapter 2: Estate and Client Analysis
  • Chapter 3: The Co-Ownership of Property
  • Chapter 4: Lifetime Gifts to Individuals
  • Chapter 5: Charitable Giving
  • Chapter 6: The Use of Trusts
  • Chapter 7: Life Insurance

Volume 2 (2018)

  • Chapter 8: Annuities
  • Chapter 9: Employee Benefits (Non-members can download this chapter for free!)
  • Chapter 10: Transfers Includible in the Death of the Estate
  • Chapter 11: Wills
  • Chapter 12: The Marital Deduction
  • Chapter 13: Powers of Appointment
  • Chapter 14: Selection and Appointment of Fiduciaries
  • Chapter 15: Postmortem Planning
  • Chapter 16: Planning for the Executive
  • Chapter 17: Planning for the Professional
  • Chapter 18: Closely Held Businesses – Choice of Business Form
  • Chapter 19: Planning for the Owner of the Closely Held Corporation

Volume 3 (2018)

  • Chapter 20: Planning for the Partner
  • Chapter 21: Planning for the Sole Proprietor
  • Chapter 22: Planning for the Farmer and Rancher
  • Chapter 23: Impact of Estate Freeze Rules on Intrafamily Transfers
  • Chapter 24: Planning for Marriage, Divorce, or Separation
  • Chapter 25: Planning for Same-Sex Couples and unmarried couples
  • Chapter 26: Planning for the Elderly and Disabled
  • Chapter 27: Planning for Generation-Skipping Transfers
  • Chapter 28: Planning for a Personal Residence
  • Chapter 29: Medical Care by Proxy
  • Chapter 30: College and Other Edcuation Planning
  • Chapter 31: Investment and Financial Planning Strategies and Vehicles
  • Chapter 32: Family Income-Splitting Techniques
  • Chapter 33: Year-End and New Year Tax Planning
  • Chapter 34: Maximizing Deductions and Reducing Taxes
  • Chapter 35: Social Security Benefits, Medicare, and Medicaid  (Non-members can download this chapter for free!)

Updated! Volume 4 (2018)

  • Chapter 36: Asset Protection: Problems, Issues, and Opportunities
  • Chapter 37: Portability: An Estate Planning Game-Changer – But Not As Simple As It Seems
  • Chapter 38: Planning for the Additional Medicare Tax and Net Investment Income Tax
  • Chapter 39: The Affordable Care Act: What Practitioners Need to Know and Do Now
  • Chapter 40: The Effects of the Supreme Court’s Decision on Same-Sex Marriage and the Defense of Marriage Act
  • Chapter 41: Passive Activity Losses: Working with the Complex PAL Rules
  • Chapter 42: Tax, Financial and Estate Planning for the 99 Percent (Non-members can download this chapter for free!)
  • Chapter 43: Statement on Standards in Personal Financial Planning Services
  • Chapter 44: The Achieving a Better Life Experience (ABLE) Act of 2014: Tax-Favored Savings Plans for Disabled Beneficiaries 
  • Appendix