Estate Planning for Financial Planners

by Michael A. Dalton

Estate Planning for Financial Planners. Part of the CFP course series.

530 pages, Hardcover

First published December 31, 2004

Reviews

[Linden]

CFP textbook on Estate Planning - read this for self-study to "fill in the gaps" in my knowledge of Estate Planning. I enjoyed the textbook - it was well-written and easy to follow, even though tax laws have changed, meaning some of the numbers are out-of-date. I'd recommend a newer version for anyone purchasing it today.

[Natalie]

This is part of my curriculum for the CFP course, hence the limited list of current titles on the "read" shelf!

Chapters 7,8,9,10, 11 and 13 complete along with CFP chapter reading!