Field Guide to Estate, Employee, & Business Planning 2010 (Tax Facts Series)

The Book for Agents and Planners who want to serve their clients. Step-by-step solutions to your planning challenges.

The 2011 Edition of Field Guide to Estate Planning, Business Planning, & Employee Benefits is the sales-strategy tool that no agent, producer, manager, or financial planner should go without.

It offers step-by-step solutions to hundreds of planning needs and challenges.

Field Guide to Estate Planning, Business Planning, & Employee Benefits is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in estate, business, and employee benefit planning. Plus, Field Guide is completely cross-referenced to Tax Facts on Insurance & Employee Benefits, so you will always know the all of the relevant tax implications of your recommendations.

Discover targeted planning opportunities and illustrated strategies

Estate Planning

Life Insurance

Business Valuation

Cross-Purchase Agreement

Split-dollar insurance

And more!


Field Guide to Estate Planning offers detailed information on literally hundreds of estate and business planning concepts that today's financial professional will encounter. Each technique described covers the

Detailed explanation of what the concept is

Charts, tables, and graphs illustrating how the concept works

Client question prompts to gather information required for analysis and proposal

Cross references to specific related questions in Tax Facts on Insurance & Employee Benefits

Footnotes providing further details and where to find more in-depth information on the topic

Authored by Donald F. Cady, J.D., LL.M., CLU, Field Guide to Estate Planning, Business Planning, & Employee Benefits reflects his expertise and ease in communicating planning concepts and techniques to financial professionals of all levels.