Estate and Personal Financial Planning

Estate and Personal Financial Planning covers not only the laws of wills, trusts and the various taxes that affect lifetime and testamentary transfers and the income of estates and trusts, but other areas that will impact upon your creation of a comprehensive estate plan. It takes into consideration the laws involving securities, corporations, partnerships, proprietorships, real estate, patents, personal property, oil and gas, as well as laws affecting disability and marital rights.

Containing more practice-oriented analysis than any other set, Estate and Personal Financial Planning presents in one place a detailed reference tool for the estate and financial planner providing most, if not all, the information needed to resolve a particular client's concerns. Written by a team of tax professionals with expertise in the areas about which they have written, five volumes address the variety of challenging planning techniques that exist today and their related problems, suggesting solutions to these problems where possible.

Estate and Personal Financial Planning follows the typical "life cycle" of an estate, making it easy for you to quickly reference what you need.

follows the typical "life cycle" of an estate, making it easy for you to quickly reference what you need.