The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition

Wendy S. Goffee, Kim Kamin, and Stephan R. Leimberg

ISBN: 978-1-945424-25-0

Product #: 2890000

Format: Paperback, 8 ½" x 11 ", 261 pages

Pub. Date: January 2017


About the Book


This new textbook discusses the estate planning issues that are unique to blended families. It moves from a basic estate planning overview to a discussion of the unique factors of blended families. It also includes tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

Table of Contents


With more than 50% of marriages ending in divorce, estate and financial planners are likely to have divorced clients and clients that are part of blended families. The Tools & Techniques of Estate Planning for Modern Families, 2nd Editiondiscusses the estate planning issues that are unique to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today's modern families. It also includes tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

The Process of Financial Planning: Developing a Financial Plan, Second Edition,, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

Written by expert authors, this 2nd edition has extensive changes to it and focuses even more on the specific problems of the "modern family" in today's world. The publication is filled with practical advice and examples in an easy-to-understand language. Following are the topics covered in detail for this edition:

  • Best Practices for Working with any Modern Family
  • Planning for Divorce
  • International Couples
  • Unmarried Couples
  • Estate Planning for Same-Sex Couples
  • Advising Transgendered Clients
  • Adoption and Defining Descendants
  • Artificial Reproductive Technologies
  • Planning for Clients with Longer Life Spans
  • Planning for Clients with Fading Capacity
  • Digital Assets

Chapter 1

Chapter 2

Chapter 3

Chapter 4

Chapter 5

Chapter 6

Chapter 7

Chapter 8

Chapter 9

Chapter 10

Chapter 11

Chapter 12

Chapter 13

Planning for All Modern Families

Planning for Divorce

Planning for Blended Families

Planning for International Couples

Planning for Unmarried Couples and Cohabitation Agreements

Planning for Same-Sex Married Couples

Advising and Planning for Transgender Family Members

Planning for Adoption and Non-Marital Children

Planning for Assisted Reproductive Technology

Planning for Assisted Reproductive Technology

Planning for Longer Lives: Retirement and Later Life Issues

Planning for Longer Lives: Fading Capacity

Planning for Digital Assets

And, as with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.

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Print Edition

$148.75

List Price: $175.00 (Save 15%)
eBook

$148.75

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