V2 – The Adviser’s Guide to Financial & Estate Planning – 14th Ed

Use volume 2 as a reference guide to facilitate planning for clients in the following areas:

• Annuities

• Employee benefits (including a deep dive on SECURE 2.0)

• Transfers includible in estate at death

• Wills

• The marital deduction

• Powers of appointment

• Selection and appointment of fiduciaries

• Postmortem planning

• Planning for the executive

• Planning for the professional

• Closely held businesses: Choice of business entity

• Planning for the owner of the closely held corporation

The 14th edition includes a deep dive on SECURE 2.0.