2015 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, retirement planning, business planning and employee benefits planning.
With this very user-friendly resource, you’ll be able to:• 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 2015 edition of Field Guide to Estate Planning, Business Planning & Employee Benefits is updated with these key updates and enhancements:• Enhanced coverage of: o Life insurance planning in estate and retirement planning o State estate tax issues in estate planning o Domicile issues and what is the meaning of “residence” for purposes of estate tax o Inclusion of 2015 inflation adjusted rates for estate tax, retirement plans, and employee benefits• All new coverage of: o State law concerning creditor protection from life insurance proceeds o Insurance ratings of the top 30 life insurance companies in the United States o Update on status of recognition of same-sex marriage in each state o Planning tips on using life insurance as an estate and retirement planning tool
2015 Field Guide to Estate Planning, Business Planning & Employee Benefits reflects the expertise of the author, Randy L. Zipse, J.D., CPA, AEP® (Distinguished) and the Author Emeritus, Donald F. Cady, J.D., LL.M., CLU®.
