Money never dies. It just moves.

That is the essence of Estate Planning: controlling the movement of money during life, and after death, so it goes where it is supposed to go — and not somewhere else. Inside this text are the six critical documents for estate planning that everyone needs; the certainties surrounding death taxes; the five types of property ownership; the hows and whys of interest transfer and taxation of loved ones; and probate — simplification and avoidance.

Estate Planning contains the full ABCs of trusts: ILITs, QTIPs, CRATs, CRUTs, GRITs, GRATs, GRUTs, QPRTs, revocable, irrevocable, and more. Inside is the impact of the recent estate tax legislation and the essentials of post-mortem planning. Real data, real life examples that are easy to understand.

This professional estate planning perspective services multiple applications:

• In an estate planning course as part of a comprehensive curriculum in financial planning or financial management
• As a reliable and comprehensive reference for practicing financial professionals
• As the planning component in a Masters In Tax or Masters In Financial Planning program
• Estate Planning meets all of the educational requirements for an Estate Planning Course in any CFP Board-registered program