This book has been fully updated based on the Tax Cuts and Jobs Act of 2017.
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 topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference.
CFP Estate Planning Topics Include:
- Estate planning documents
- Forms of property ownerships
- 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
Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook."