Financial and Estate Planning Guide 2008

The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families. This new 15th Edition reflects the latest law changes, including the American Jobs Creation Act of 2004, the Working Families Tax Relief Act of 2004 and the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005, as well as new regulatory and practice developments. Written simply and covering the full breadth of planning subjects, all financial and estate planning professionals--from novice planners to the most advanced estate tax attorneys--can benefit greatly from CCH's Financial and Estate Planning Guide. The book is divided into four main sections: GENERAL PRINCIPLES AND TECHNIQUES discusses the art of planning, client analysis