2019 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

2019 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits includes over 100 presentation tools and practical illustrations, enabling you to communicate key concepts clearly to your clients to help them gain the understanding they need. It covers a broad range of information on almost any financial advisory topic, including:

• Estate tax planning concepts, charts, rates, exemptions, and 2019 inflation adjusted numbers


• Life insurance concepts and creative ways to use it in retirement and estate planning


• Detailed employee benefits discussion for both employees and employers


• Trust planning, including saving for college, special needs and charities


• Social Security planning to maximize benefits


• Practical information on doing retirement and estate planning with blended families


• End-of-life directives


• Powers of attorney


• Small business succession planning


• Reference tables, such as mortality tables, 2017 income tax rates, RMD rates, and present and future valuation tables

With over 200 re-written pages to cover the 2017 Tax Reform Act, the 2019 edition features the following additional topics:

• Trust decanting


• Disability buy out plans


• Domestic partners


• Dynasty trust


• Stock options


• Opportunity zones under the Tax Reform Act


• Qualified business income deduction under the Tax Reform Act


• Updated content on C Corporations and S Corporations

This guide is the perfect resource for quick answers and overviews of unfamiliar topics, including citations to more information for those doing deeper research. Any type of financial advisor will find this handbook a valuable tool, such as insurance producers, CFPs, CPAs, Lawyers, and more!