CFP Certification Exam Flashcard Review Book: Estate Planning (5th Edition) - Softcover

Brandeburg, Matthew

Softcover

ISBN 10: 0692662219 ISBN 13: 9780692662212

Publisher: Coventry House Publishing, 2016

Synopsis

2016 Edition

CFP Certification Exam Flashcard Review Book: Estate Planning provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topicsfeatured on the front of each page, with detailed explanations andanalysis located on the back. The convenient bound design means you nolonger need to carry hundreds of loose, bulky flashcards that can bemisplaced or destroyed. This fully indexed book serves as a portablereference for quick study, efficient review, and easy reference.

Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook"

CFP Estate Planning Topics Include:
- Estate planning documents
- Forms of property ownership
- Generation-skipping transfer tax (GSTT)
- Gift and estate tax compliance
- Gifting strategies
- Incapacity planning
- Postmortem estate planning
- Powers of appointment
- Sources of estate liquidity
- Transferring property at death
- Trusts

About this title

About the Author

Matthew Brandeburg is a Certified Financial Planner in Columbus, Ohio. Matthew is the author of the books "Financial Planning For Your First Job", "Your Guide to the CFP Certification Exam", "CFP Certification Exam Practice Question Workbook", "CFP Certification Exam Flashcard Review Books", "Professional Golf Management (PGM) Practice Question Workbook", and "Professional Golf Management (PGM) Interactive Flashcard Book". In addition, Matthew teaches the class "Financial Planning in your 20s and 30s" at Ohio State University.

Edition details

• Publisher: Coventry House Publishing
• Publication date: 2016
• ISBN 10: 0692662219
• ISBN 13: 9780692662212
• Binding: Paperback
• Language: English
• Edition number: 5
• Number of pages: 108