A practical guide for financial and estate planners.

Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

"A guidebook for professionals who structure, tailor and administer financial and estate plans. 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."

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.

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.