Financial and Estate Planning
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Financial and Estate Planning

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The all-encompassing Financial and Estate Planning covers all stages of the estate plan — from development to administration.

  • Detailed explanations, strategies and planning aids targeting these major areas are included: income, estate and gift tax planning, general investment planning, insurance planning, pension, and retirement planning and estate administration.
  • You'll get answers to the real issues you face because this guide is written by tax professionals for tax professionals. In addition, CCH editors provide you with cutting-edge guidance on the latest financial and estate planning trends.
  • You'll also be provided with timely advice offered by Sidney Kess, Consulting Editor, and an Advisory Board of leading practitioners representing law, accounting, insurance, investment, financial, and retirement planning.
  • You'll have access to forms, client communication letters, checklists and sample documents designed by experts and used in practice.
  • Subscription includes Estate Planning Review and Ideas & Trends newsletters.





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