Estate Planning

Estate Planning - 11th Edition ISBN: 978-1-946711-51-9

Estate Planning, 12th Edition Now Available

ISBN: 978-1-946711-33-5 


Money never dies. It just moves.

That is the essence of Estate Planning: controlling the movement of money during life, and after death, so it goes where it is supposed to go — and not somewhere else. Inside this text are the six critical documents for estate planning that everyone needs; the certainties surrounding death taxes; the five types of property ownership; the hows and whys of interest transfer and taxation of loved ones; and probate —simplification and avoidance.


Estate Planning contains the full ABCs of trusts: ILITs, QTIPs, CRATs, CRUTs, GRITs, GRATs, GRUTs, QPRTs, revocable, irrevocable, and more. Inside is the impact of the recent estate tax legislation and the essentials of post-mortem planning. Real data, real life examples that are easy to understand.

This professional estate planning perspective services multiple applications:

  • In an estate planning course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the planning component in a Masters In Tax or Masters In Financial Planning program
  • Estate Planning meets all of the educational requirements for an Estate Planning course in any CFP Board-registered program


eBooks are distributed through VitalSource Bookshelf. 

Note: eBooks cannot be printed.


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