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Coles Principles of Estate Planning, Fifth Edition at Bayshore Shopping Centre in Ottawa, ON
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The Principles of Estate Planning, 5th edition is designed to help advisors retain what they learn, not just read it. Every chapter opens with clear learning objectives and a contents outline, then reinforces the material with client situations that show concepts in action, practitioner tips for real-world application, and direct callouts to CFP Board practice standards. Chapter summaries, key terms, and review questions lock in the learning, while complex topics—wills and trusts, gifting strategies, estate and generation-skipping transfer tax, family limited partnerships—are broken into digestible subtopics instead of dense walls of text.
This edition reflects the latest tax code, rates, and exemptions, including changes under the One Big Beautiful Bill—Trump Accounts, child tax credit updates, and new tax rates. It also adds fresh analysis on how income tax considerations intersect with estate plan design, giving advisors a sharper, more complete picture for client conversations.
New in the 5th Edition:
Stay compliant and confident with fully updated tax code laws, rates, and exemptions
Advise clients on the latest changes under the One Big Beautiful Bill, including Trump Accounts, child tax credits, and tax rates
Build smarter estate plans by factoring in the income tax considerations that can impact client outcomes
Key Topics Covered:
Understand why an estate plan matters—and how to keep it current as clients' lives and laws change
Guide clients through every step of the estate planning process with confidence
Choose the right estate management tools for each client's needs
Navigate transfers at death to protect client assets and intentions
Structure wills and trusts that hold up and serve client goals
Calculate gift taxes accurately and apply effective gifting strategies
Master estate tax calculations to minimize client liability
Apply generation-skipping transfer tax rules correctly across multiple generations
Leverage family limited partnerships and LLCs as estate planning tools
The Principles of Estate Planning, 5th edition is designed to help advisors retain what they learn, not just read it. Every chapter opens with clear learning objectives and a contents outline, then reinforces the material with client situations that show concepts in action, practitioner tips for real-world application, and direct callouts to CFP Board practice standards. Chapter summaries, key terms, and review questions lock in the learning, while complex topics—wills and trusts, gifting strategies, estate and generation-skipping transfer tax, family limited partnerships—are broken into digestible subtopics instead of dense walls of text.
This edition reflects the latest tax code, rates, and exemptions, including changes under the One Big Beautiful Bill—Trump Accounts, child tax credit updates, and new tax rates. It also adds fresh analysis on how income tax considerations intersect with estate plan design, giving advisors a sharper, more complete picture for client conversations.
New in the 5th Edition:
Stay compliant and confident with fully updated tax code laws, rates, and exemptions
Advise clients on the latest changes under the One Big Beautiful Bill, including Trump Accounts, child tax credits, and tax rates
Build smarter estate plans by factoring in the income tax considerations that can impact client outcomes
Key Topics Covered:
Understand why an estate plan matters—and how to keep it current as clients' lives and laws change
Guide clients through every step of the estate planning process with confidence
Choose the right estate management tools for each client's needs
Navigate transfers at death to protect client assets and intentions
Structure wills and trusts that hold up and serve client goals
Calculate gift taxes accurately and apply effective gifting strategies
Master estate tax calculations to minimize client liability
Apply generation-skipping transfer tax rules correctly across multiple generations
Leverage family limited partnerships and LLCs as estate planning tools
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