Use Volume 1 as a reference guide to facilitate planning for clients in the following areas:
The art of financial planning
Estate and client analysis
The co-ownership of property
Lifetime gifts to individuals
Charitable giving
The use of trusts
Life insurance
The 14th edition includes annual updates as well as checklists, planning pointers, and questionnaires to simplify the planning process. Rest assured that you are guiding clients with quality planning ideas written by experts Steve Siegel, JD, LLM and Sid