If you're an attorney, accountant, or financial advisor involved in estate planning, you know there is no typical client. Every situation comes with its own challenges, and the scope of your responsibilities may become blurred as you diligently work to provide the best service possible. Estate Planning is your go-to resource for finding the answers you need to deliver exemplary service to your diverse client list.
This fundamental guide offers authoritative coverage on the practical, recurring problems facing clients going through the estate-planning process, especially related to federal tax planning. Up-to-date coverage is conveniently organized so you can find everything you need right away to minimize federal and state income, estate, gift, and inheritance taxes; reduce probate and associated property-transfer costs and burdens; and protect and enhance the client's net worth in life and in death. Actionable advice for expertly navigating both the tax and legal obligations of estate planning lets you provide such full-service guidance as:
Offering a complete list of options for resolving estate-planning issues during every step of the processSupporting the estate planner in formulating specific recommendations and suggestions for his or her clientsExplaining the entire probate administration process to multiple generationsEncouraging clients on the best management and growth strategies for their wealth Consider this book your hub of reliable information—if it's not in these pages, the extensive citations will send you to the specific print and online resources you need to answer your questions. Additionally, a valuable appendix features a timesaving collection of checklists, client presentation material, and a variety of template letters to streamline your practical responsibilities.
Turn to Estate Planning when clients turn to you for real-world solutions.