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

Matthew Brandeburg

Softcover

ISBN 10: 0692662219 ISBN 13: 9780692662212

Publisher: Coventry House Publishing, 2016

Synopsis

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 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

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

About this title

About the Author

Matthew Brandeburg is a Certified Financial Planner in Columbus, Ohio. He serves as the Chief Operating Officer for a fee-only financial planning firm with over $700 million in assets under management and he's an active member of the National Association of Personal Financial Advisors (NAPFA). Matthew is the author of the books "Financial Planning For Your First Job," "Your Guide to the CFP Certification Exam," and "CFP Certification Exam Practice Question Workbook." In addition, he teaches the class "Financial Planning in your 20s and 30s" at Ohio State University.

Edition details

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