2014 Field Guide to Estate Planning is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, business planning and employee benefits planning.
Make the clearest presentations to clients – based on current data, laws and policies
Engage and educate clients with easy-to-understand illustrations that present concepts simply and understandably
Speed your own research and preparation using handy checklists, cross references and summaries.
The 2014 edition of Field Guide to Estate Planning, Business Planning & Employee Benefits is updated with these key updates and enhancements:
New terms and concepts: “Spousal Lifetime Access Trust (SLAT),” “Reciprocal Trust Doctrine,” “Valuation of Life Insurance,” “Top-Hat Plan”
Reflects the provisions of the American Taxpayer Relief Act of 2012
Updated retirement plan contribution limitations and inflation and retirement longevity figures
Current facts about the cost of rearing a child
Traditional and Roth IRA phase-out limits
Plus, it’s fully cross referenced to the 2014 editions of Tax Facts on Insurance & Employee Benefits and Tax Facts on Investments.
Authored by Donald Cady, J.D., LL.M., CLU, Field Guide to Estate Planning, Business Planning & Employee Benefits reflects his expertise and ease in communicating planning concepts and techniques to final professionals of all levels.
Format: Printed, soft-bound
Published: 2014 Version Pending
Publisher: The National Underwriter Company