Autor: Stephan Leimberg

In the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When rules change, every estate planner must stay completely up-to-date with …

Life insurance remains one of the cornerstones of financial planning. If you provide life insurance to planning to clients, or are looking to expand your business in this key area, this book is a mus …

Part of the popular Tools & Techniques Series and Leimberg Library, the 13th Edition of The Tools & Techniques of Financial Planningcovers all aspects of financial planning, including cash and budget …

The Tools & Techniques of Estate Planning for Modern Families, 3rd Editiondiscusses estate planning issues with a particular focus on how they apply to modern families. It moves from a basic estate p …

The Tools & Techniques of Trust Planning, 2nd Editionprovides advisers with the most up-to-date information about the creation, administration, and modification of trusts for legal and estate plannin …

With the passage of the SECURE Act in late 2019 and the recent COVID-19 legislation, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert ins …

The ninth edition of The Tools & Techniques of Life Insurance Planning is written to help planners and advisors understand the tools needed to use life insurance as a part of a successful financial, …

The Tools & Techniques of Estate Planningcovers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk …

Explore all aspects of employee compensation and benefits with The Tools & Techniques of Employee Benefit and Retirement Planning. This must-have resource provides real-world examples of compensation …

Helps client-focused advisors and planners establish risk management and insurance planning techniques Combines an exploration of risk analysis and risk mitigation techniques with a comprehensive ove …

Part of the popular Tools & Techniques Series and Leimberg Library, the 14th Edition of The Tools & Techniques of Financial Planningcovers all aspects of financial planning, including budget and cash …

Tools and Techniques of Estate Planningcovers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk o …

The Tools & Techniques of Investment Planning, 5th Editionis an easy-to-read desktop companion for financial planning practitioners. It demystifies the process of investing by providing practical ins …

With the passage of the SECURE Act in late 2019 and the SECURE Act 2.0 of 2022, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights …