Estate Planning For Financial Advisors

by Michael A. Dalton, Thomas P. Langdon

This is a must-have book for financial planners needing to understand best practices around estate planning.

Hardcover

First published December 31, 2004

Reviews

[Linden · Rating 4 out of 5]

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textbook - it was well-written and easy to follow, even though tax laws have changed, meaning some of the numbers are out-of-date.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!