The Tools & Techniques of Financial Planning 12th Edition (Tools and Techniques of Financial Planning)

About this book

Part of the popular Tools & Techniques Series and Leimberg Library the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning as well as income tax planning risk management insurance planning and legal issues that are important to financial planners. Presenting the complete principles processes and practice of financial planning this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered. In addition to providing helpful charts handy checklists and insightful case studies The Tools & Techniques of Financial Planning 12th Edition features: - Client-oriented materials that place the emphasis on the planners relationship with the client - Technologies that can be used to assessand work withthe clients individual financial goals and behavioral characteristics - In-depth coverage of issues that can affect a clients financial goals such as healthcare reform long-term care planning and tax law changes - Planning techniques for clients with special needs and circumstances such as aging disability issues elder care scenarios and nontraditional relationships. - Highlights of the 12th Edition - A new chapter on wills and trustscovering the basics of both types of instruments for financial planners who are not lawyers yet need to know the essentials of how both types of tools are designed and put into practice - A new chapter on selecting the right fiduciariesexplaining the roles played by attorneys trustees accountants and other professionals who help to make up the clients planning team - Newly updated tax informationproviding the latest rates and planning strategies for long-term financial planning goals including major purchases education and retirement funding - Content throughout that is more tightly connected to the CFP Boars Principal Topics and ethical requirements for CFPs