Guide to Financial and Estate Planning - Vol. 3 - 11th Ed
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Guide to Financial and Estate Planning - Vol. 3 - 11th Ed

2 months ago · 2.3 MB Download

SECTION

EXCLUSIVE

The third volume of The Adviser's Guide to Financial and Estate Planning covers the following topics:

  • Planning for the partner,

  • Planning for the sole-proprietor,

  • Planning for the farmer and rancher,

  • Impact of estate freeze rules on intrafamily transfers,

  • Planning for marriage, divorce or separation,

  • Planning for same-sex and unmarried couples,

  • Planning for the elderly and disabled,

  • Planning for generation-skipping transfers,

  • Planning for a personal residence,

  • Medical care by proxy,

  • College and other education planning,

  • Investment and financial planning strategies and

Download the CPA's Guide to Financial and Estate Planning – Volume 3

File name: fepg-volume-3.pdf

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