Stephan Leimberg's Tools & Techniques of Estate Planning provides the tools (systems and products that can be used) and techniques (methods to implement the tools to be the most effective) that every estate planner, financial planner, and insurance professional needs to help their clients make the best estate planning decisions. It is the first analytical book to incorporate the Tax Relief Act of 2010 Implications into all of its planning guidance.
Time-Saving Tools and Proven Techniques from an Expert in Estate Planning
Give Yourself Access to…
– Comprehensive coverage of more than 50 estate planning tools and techniques
– In-depth explanations
– Point-by-point comparisons
– Full coverage of tax implications
– Tips on “translating” complex recommendations into terms clients can understand
– Full coverage of taxes affecting trusts and estates
– Numerous estate-planning aids—with new data gathering forms!
And Give Every Estate-Planning Client What They Want…
– Control
– Certainty
– Compassion
– Flexibility
– Assurance (that they have “done the right thing”)
– Avoidance (of aggravation—and audit)
Successful Planning for Specific People
Leimberg’s Tools and Techniques of Estate Planning combines a mastery of the technical aspects of estate planning with tested techniques for taking into account:
-Assets
-Objectives
-Age
-Infirmities
-Competence
-Second marriages
-Same-gender and unmarried couples
-Charitable giving
-Asset protection planning
-Mixed cultural family issues
-And even planning for pets
