Accountants' Roles and Responsibilities in Estates and Trusts was initially introduced in 2006 as Fiduciary Duties and Liabilities: Tax and Trust Accountant's Guide.This book assists accountants who serve various functions in the general area of trusts an

Drafting the Estate Plan: Law and Forms does not merely compile the transfer tax and trust laws, it explains how to use or work with and apply those laws to meet client needs. This two-volume resource "takes the next step" by pointing out the pitfalls and

The Financial Planning Answer Book covers the five key areas of financial planning, and emphasizes the technical, tax, and regulatory aspects of financial planning. The areas of discussion include investments, employee benefits/retirement plan assets, ins