"The 14th Edition of Tools & Techniques of Estate Planning is one of the best introductions to the field which I have seen. It presents the material in a clear and readable form, with helpful examples. It is an excellent resource for students and practitioners alike."

James M. Kosakow
McLaughlin & Stern, LLP

“Ever since I took classes in Financial Planning over ten years, I have relied on the Tools & Techniques series as a valuable resource for financial planning problem identification and solution. As an instructor, I have used the Estate Planning text for several years now and find it user friendly for the students, provides the information they need and is a "keeper" for their library.”

Lee Schuh, CFP(R), ChFC, JD
UCSB Extension

“The Tools & Techniques of Estate Planning is an invaluable reference manual for the novice and experienced estate planner alike. I highly recommend it to my students, as well as colleagues, as a must-have guide to understanding the mechanics of all the available estate planning strategies utilized by clients and their advisors.”

Eva M. Ribarits, J.D., LL.M.
Principal, Creative Transitions

“I believe the Tools and Techniques of Estate Planning, is among the best books available for bankers, lawyers, insurance professionals, and certified financial planners who are seeking to get a working understanding of estate business succession planning as well as estate administration. The book is well written, easy to understand, and is a good go-to reference book.”

Russell J. Fishkind, Assistant Adjunct Professor
New York University